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Richmond Investment Services’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

Richmond Investment Services’s Portfolio FEMS Stock Details FEMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$210K Sell
4,608
-4,598
-50% -$216K 0.07% 141
2026
Q1 		$419K Buy
9,206
+8
+0.1% +$363 0.07% 173
2025
Q4 		$387K Sell
9,198
-1,680
-15% -$71.4K 0.07% 160
2025
Q3 		$481K Buy
10,878
+14
+0.1% +$598 0.09% 139
2025
Q2 		$441K Buy
10,864
+5,440
+100% +$207K 0.09% 135
2025
Q1 		$202K Sell
5,424
-530
-9% -$20K 0.11% 108
2024
Q4 		$225K Buy
+5,954
New +$233K 0.13% 101

Other funds holding FEMS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Richmond Investment Services's FEMS Position: Q2 2026 in Review

Richmond Investment Services reduced its First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) stake by 50% in Q2 2026, selling an estimated $216K and leaving 4,608 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #141.

Richmond Investment Services first reported a position in FEMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $481K in Q3 2025. 66 funds tracked by Wall St. Rank hold FEMS as of Q2 2026.

  • Richmond Investment Services held 4,608 shares of First Trust Emerging Markets Small Cap AlphaDEX Fund worth $210K as of Q2 2026.
  • Richmond Investment Services sold 4,598 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q2 2026, an estimated $216K.
  • First Trust Emerging Markets Small Cap AlphaDEX Fund made up 0.07% of Richmond Investment Services's portfolio in Q2 2026, its #141 holding.
  • Richmond Investment Services first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
  • Richmond Investment Services's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $481K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.