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Savvy Advisors Inc’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Savvy Advisors Inc’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 		$227K Hold
7,562
– – 0.01% 1001
2025
Q4 		$207K Sell
7,562
-400
-5% -$10.8K 0.01% 944
2025
Q3 		$216K Buy
+7,962
New +$207K 0.01% 758
2024
Q3 		– Sell
-8,712
Closed -$209K – 360
2024
Q2 		$209K Buy
+8,712
New +$209K 0.07% 285

Other funds holding FEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
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

Savvy Advisors Inc's FEM Position: Q1 2026 in Review

Savvy Advisors Inc held its First Trust Emerging Markets AlphaDEX Fund (FEM) position steady in Q1 2026 at 7,562 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #1001.

Savvy Advisors Inc first reported a position in FEM in Q2 2024 and has held it in 4 quarters since. 139 funds tracked by Wall St. Rank hold FEM as of Q1 2026.

  • Savvy Advisors Inc held 7,562 shares of First Trust Emerging Markets AlphaDEX Fund worth $227K as of Q1 2026.
  • Savvy Advisors Inc left its First Trust Emerging Markets AlphaDEX Fund share count unchanged in Q1 2026.
  • First Trust Emerging Markets AlphaDEX Fund made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #1001 holding.
  • Savvy Advisors Inc first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q2 2024 and has held it in 4 quarters since.
  • 139 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.