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Spire Wealth Management’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

Spire Wealth Management’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 		– Sell
-3,987
Closed -$182K – 2281
2026
Q1 		$182K Buy
3,987
+8
+0.2% +$363 0.01% 810
2025
Q4 		$167K Buy
3,979
+18
+0.5% +$765 0.01% 845
2025
Q3 		$175K Sell
3,961
-177
-4% -$7.57K 0.01% 818
2025
Q2 		$168K Sell
4,138
-772
-16% -$29.4K 0.01% 811
2025
Q1 		$182K Buy
4,910
+4
+0.1% +$151 0.01% 842
2024
Q4 		$185K Buy
4,906
+15
+0.3% +$587 0.01% 844
2024
Q3 		$201K Sell
4,891
-54
-1% -$2.16K 0.01% 727
2024
Q2 		$201K Buy
4,945
+82
+2% +$3.29K 0.01% 714
2024
Q1 		$188K Sell
4,863
-268
-5% -$10.3K ﹤0.01% 780
2023
Q4 		$190K Sell
5,131
-320
-6% -$11.9K 0.01% 775
2023
Q3 		$210K Sell
5,451
-2,659
-33% -$102K 0.01% 698
2023
Q2 		$295K Sell
8,110
-9,821
-55% -$360K 0.01% 613
2023
Q1 		$667K Buy
17,931
+14,012
+358% +$540K 0.03% 428
2022
Q4 		$153K Sell
3,919
-25
-0.6% -$898 0.01% 615
2022
Q3 		$126K Sell
3,944
-77
-2% -$2.65K 0.01% 635
2022
Q2 		$140K Sell
4,021
-228
-5% -$8.68K 0.01% 893
2022
Q1 		$173K Sell
4,249
-1,261
-23% -$50.5K ﹤0.01% 950
2021
Q4 		$221K Buy
5,510
+242
+5% +$9.94K ﹤0.01% 1049
2021
Q3 		$223K Buy
5,268
+35
+0.7% +$1.56K 0.01% 876
2021
Q2 		$244K Sell
5,233
-1,960
-27% -$89.3K 0.01% 860
2021
Q1 		$313K Buy
+7,193
New +$311K 0.01% 840

Other funds holding FEMS

HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

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

Spire Wealth Management sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q2 2026, closing a stake of 3,987 shares — an estimated $182K sold.

Spire Wealth Management first reported a position in FEMS in Q1 2021 and held it in 21 quarters. The position peaked at $667K in Q1 2023. 8 funds tracked by Wall St. Rank hold FEMS as of Q2 2026.

  • Spire Wealth Management reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 3,987 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q2 2026, an estimated $182K.
  • Spire Wealth Management first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q1 2021 and held it in 21 quarters.
  • Spire Wealth Management's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $667K in Q1 2023.
  • 8 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q2 2026.

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