Pinnacle Family Advisors’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Pinnacle Family Advisors’s Portfolio FEM Stock Details FEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$288K	Sell	9,613 -316	-3%	-$9.41K	0.14%	105
2025 Q4	$272K	Sell	9,929 -129	-1%	-$3.48K	0.12%	116
2025 Q3	$273K	Sell	10,058 -184	-2%	-$4.77K	0.12%	105
2025 Q2	$251K	Buy	10,242 +217	+2%	+$5.04K	0.12%	113
2025 Q1	$229K	Buy	10,025 +609	+6%	+$13.7K	0.12%	102
2024 Q4	$207K	Buy	9,416 +966	+11%	+$22K	0.1%	112
2024 Q3	$202K	Sell	8,450 -311	-4%	-$7.26K	0.1%	116
2024 Q2	$210K	Sell	8,761 -311	-3%	-$7.47K	0.12%	104
2024 Q1	$207K	Buy	9,072 +17	+0.2%	+$385	0.11%	95
2023 Q4	$200K	Buy	+9,055	New	+$189K	0.12%	93
2022 Q2	–	Sell	-8,146	Closed	-$205K	–	94
2022 Q1	$205K	Sell	8,146 -188	-2%	-$4.84K	0.11%	114
2021 Q4	$217K	Sell	8,334 -2,017	-19%	-$52.7K	0.1%	98
2021 Q3	$279K	Sell	10,351 -7,529	-42%	-$207K	0.12%	106
2021 Q2	$500K	Sell	17,880 -54	-0.3%	-$1.5K	0.22%	70
2021 Q1	$473K	Buy	17,934 +2,966	+20%	+$78.6K	0.25%	66
2020 Q4	$378K	Buy	+14,968	New	+$345K	0.23%	77
2018 Q3	–	Sell	-181,395	Closed	-$4.69M	–	67
2018 Q2	$4.69M	Buy	181,395 +164,080	+948%	+$4.62M	2.5%	14
2018 Q1	$507K	Sell	17,315 -176,010	-91%	-$5.2M	0.29%	46
2017 Q4	$5.4M	Sell	193,325 -44,990	-19%	-$1.23M	2.49%	18
2017 Q3	$6.52M	Sell	238,315 -26,840	-10%	-$698K	3.07%	14
2017 Q2	$6.21M	Buy	+265,155	New	+$6.07M	3.47%	11

Other funds holding FEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Pinnacle Family Advisors's FEM Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 3.2% in Q1 2026, selling an estimated $9.41K and leaving 9,613 shares worth $288K. The position accounts for 0.14% of the portfolio, ranked #105.

Pinnacle Family Advisors first reported a position in FEM in Q2 2017 and has held it in 21 quarters since. The position peaked at $6.52M in Q3 2017. 139 funds tracked by Wall St. Rank hold FEM as of Q1 2026.

Pinnacle Family Advisors held 9,613 shares of First Trust Emerging Markets AlphaDEX Fund worth $288K as of Q1 2026.
Pinnacle Family Advisors sold 316 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2026, an estimated $9.41K.
First Trust Emerging Markets AlphaDEX Fund made up 0.14% of Pinnacle Family Advisors's portfolio in Q1 2026, its #105 holding.
Pinnacle Family Advisors first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q2 2017 and has held it in 21 quarters since.
Pinnacle Family Advisors's First Trust Emerging Markets AlphaDEX Fund position peaked at $6.52M in Q3 2017.
139 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.