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Spire Wealth Management’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Spire Wealth 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
2026
Q2 		$17.6K Buy
551
+81
+17% +$2.62K ﹤0.01% 1479
2026
Q1 		$14.1K Sell
470
-1,268
-73% -$37.8K ﹤0.01% 1526
2025
Q4 		$47.5K Sell
1,738
-1
-0.1% -$27 ﹤0.01% 1197
2025
Q3 		$47.1K Sell
1,739
-630
-27% -$16.3K ﹤0.01% 1254
2025
Q2 		$58.2K Buy
2,369
+31
+1% +$720 ﹤0.01% 1147
2025
Q1 		$53.4K Buy
2,338
+4
+0.2% +$90 ﹤0.01% 1254
2024
Q4 		$51.4K Buy
2,334
+15
+0.6% +$342 ﹤0.01% 1270
2024
Q3 		$55.6K Buy
2,319
+53
+2% +$1.24K ﹤0.01% 1101
2024
Q2 		$54.2K Sell
2,266
-45
-2% -$1.08K ﹤0.01% 1086
2024
Q1 		$52.8K Sell
2,311
-10
-0.4% -$226 ﹤0.01% 1194
2023
Q4 		$50.4K Buy
2,321
+2
+0.1% +$42 ﹤0.01% 1200
2023
Q3 		$48.4K Buy
2,319
+49
+2% +$1.07K ﹤0.01% 1181
2023
Q2 		$48.1K Buy
2,270
+52
+2% +$1.11K ﹤0.01% 1215
2023
Q1 		$47K Buy
2,218
+97
+5% +$2.09K ﹤0.01% 1229
2022
Q4 		$45K Buy
2,121
+20
+1% +$400 ﹤0.01% 1022
2022
Q3 		$39K Sell
2,101
-23,725
-92% -$497K ﹤0.01% 1041
2022
Q2 		$551K Buy
25,826
+4,892
+23% +$116K 0.02% 443
2022
Q1 		$526K Buy
20,934
+7,468
+55% +$192K 0.01% 559
2021
Q4 		$351K Sell
13,466
-2,896
-18% -$75.6K 0.01% 835
2021
Q3 		$441K Buy
16,362
+7,418
+83% +$204K 0.01% 634
2021
Q2 		$250K Buy
8,944
+2,504
+39% +$69.8K 0.01% 854
2021
Q1 		$241K Buy
+6,440
New +$171K 0.01% 982

Other funds holding FEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Spire Wealth Management's FEM Position: Q2 2026 in Review

Spire Wealth Management increased its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 17% in Q2 2026, buying an estimated $2.62K and bringing the position to 551 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

Spire Wealth Management first reported a position in FEM in Q1 2021 and has held it in 22 quarters since. The position peaked at $551K in Q2 2022. 153 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

  • Spire Wealth Management held 551 shares of First Trust Emerging Markets AlphaDEX Fund worth $17.6K as of Q2 2026.
  • Spire Wealth Management bought 81 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2026, an estimated $2.62K.
  • First Trust Emerging Markets AlphaDEX Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1479 holding.
  • Spire Wealth Management first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's First Trust Emerging Markets AlphaDEX Fund position peaked at $551K in Q2 2022.
  • 153 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.