SWM
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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

EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return