Sebold Capital Management’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Sebold Capital Management’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
2025 Q2	$383K	Sell	15,582 -2,922	-16%	-$67.9K	0.24%	52
2025 Q1	$423K	Sell	18,504 -618	-3%	-$13.9K	0.28%	45
2024 Q4	$421K	Sell	19,122 -23,064	-55%	-$526K	0.28%	45
2024 Q3	$1.01M	Sell	42,186 -1,701	-4%	-$39.7K	0.67%	31
2024 Q2	$1.05M	Sell	43,887 -3,104	-7%	-$74.6K	0.73%	28
2024 Q1	$1.07M	Sell	46,991 -144	-0.3%	-$3.26K	0.73%	28
2023 Q4	$1.04M	Sell	47,135 -29,666	-39%	-$620K	0.77%	27
2023 Q3	$1.6M	Sell	76,801 -5,848	-7%	-$128K	1.31%	19
2023 Q2	$1.75M	Sell	82,649 -13,682	-14%	-$292K	1.4%	19
2023 Q1	$2.04M	Sell	96,331 -3,622	-4%	-$77.9K	1.61%	17
2022 Q4	$2.1M	Buy	+99,953	New	+$2M	1.73%	15

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

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

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

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

EWM

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

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

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sebold Capital Management's FEM Position: Q2 2025 in Review

Sebold Capital Management reduced its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 16% in Q2 2025, selling an estimated $67.9K and leaving 15,582 shares worth $383K. The position accounts for 0.24% of the portfolio, ranked #52.

Sebold Capital Management first reported a position in FEM in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.1M in Q4 2022. 103 funds tracked by Wall St. Rank hold FEM as of Q2 2025.

Sebold Capital Management held 15,582 shares of First Trust Emerging Markets AlphaDEX Fund worth $383K as of Q2 2025.
Sebold Capital Management sold 2,922 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2025, an estimated $67.9K.
First Trust Emerging Markets AlphaDEX Fund made up 0.24% of Sebold Capital Management's portfolio in Q2 2025, its #52 holding.
Sebold Capital Management first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2022 and has held it in 11 quarters since.
Sebold Capital Management's First Trust Emerging Markets AlphaDEX Fund position peaked at $2.1M in Q4 2022.
103 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.