Stifel Financial
FEMS icon

Stifel Financial’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

Stifel Financial’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 		$2.37M Buy
51,866
+1,570
+3% +$73.7K ﹤0.01% 1962
2026
Q1 		$2.29M Sell
50,296
-705
-1% -$32K ﹤0.01% 1866
2025
Q4 		$2.15M Buy
51,001
+2,448
+5% +$104K ﹤0.01% 1878
2025
Q3 		$2.15M Buy
48,553
+1,648
+4% +$70.4K ﹤0.01% 1859
2025
Q2 		$1.9M Buy
46,905
+757
+2% +$28.8K ﹤0.01% 1873
2025
Q1 		$1.72M Buy
46,148
+3,562
+8% +$134K ﹤0.01% 1872
2024
Q4 		$1.61M Buy
42,586
+1,433
+3% +$56.1K ﹤0.01% 1933
2024
Q3 		$1.69M Buy
41,153
+3,512
+9% +$141K ﹤0.01% 1883
2024
Q2 		$1.53M Sell
37,641
-5,629
-13% -$226K ﹤0.01% 1912
2024
Q1 		$1.68M Buy
43,270
+1,581
+4% +$60.7K ﹤0.01% 1851
2023
Q4 		$1.6M Sell
41,689
-429
-1% -$16K ﹤0.01% 1820
2023
Q3 		$1.62M Buy
42,118
+913
+2% +$35K ﹤0.01% 1731
2023
Q2 		$1.5M Buy
41,205
+7,077
+21% +$259K ﹤0.01% 1811
2023
Q1 		$1.27M Buy
34,128
+9,502
+39% +$366K ﹤0.01% 1880
2022
Q4 		$959K Buy
24,626
+1,571
+7% +$56.4K ﹤0.01% 2033
2022
Q3 		$735K Buy
+23,055
New +$795K ﹤0.01% 2173
2021
Q3 		– Sell
-5,581
Closed -$260K – 3354
2021
Q2 		$260K Buy
+5,581
New +$254K ﹤0.01% 2987
2019
Q4 		– Sell
-42,132
Closed -$1.42M – 3037
2019
Q3 		$1.42M Sell
42,132
-425
-1% -$14.9K ﹤0.01% 1534
2019
Q2 		$1.47M Sell
42,557
-11,341
-21% -$391K ﹤0.01% 1543
2019
Q1 		$1.89M Sell
53,898
-1,570
-3% -$54.7K 0.01% 1272
2018
Q4 		$1.77M Sell
55,468
-12,309
-18% -$414K 0.01% 1222
2018
Q3 		$2.44M Buy
67,777
+1,431
+2% +$53.6K 0.01% 1157
2018
Q2 		$2.52M Sell
66,346
-22,821
-26% -$951K 0.01% 1088
2018
Q1 		$4.01M Buy
89,167
+52,234
+141% +$2.36M 0.01% 882
2017
Q4 		$1.6M Buy
36,933
+20,815
+129% +$868K 0.01% 1262
2017
Q3 		$653K Buy
16,118
+5,340
+50% +$216K ﹤0.01% 1729
2017
Q2 		$397K Buy
+10,778
New +$393K ﹤0.01% 1994
2015
Q1 		– Sell
-6,954
Closed -$226K – 2333
2014
Q4 		$226K Sell
6,954
-18,583
-73% -$636K ﹤0.01% 2015
2014
Q3 		$927K Buy
25,537
+1,932
+8% +$73.8K 0.01% 1172
2014
Q2 		$875K Buy
23,605
+6,583
+39% +$242K 0.01% 1186
2014
Q1 		$624K Buy
+17,022
New +$616K 0.01% 1317

Other funds holding FEMS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Stifel Financial's FEMS Position: Q2 2026 in Review

Stifel Financial increased its First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) stake by 3.1% in Q2 2026, buying an estimated $73.7K and bringing the position to 51,866 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

Stifel Financial first reported a position in FEMS in Q1 2014 and has held it in 31 quarters since. The position peaked at $4.01M in Q1 2018. 66 funds tracked by Wall St. Rank hold FEMS as of Q2 2026.

  • Stifel Financial held 51,866 shares of First Trust Emerging Markets Small Cap AlphaDEX Fund worth $2.37M as of Q2 2026.
  • Stifel Financial bought 1,570 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q2 2026, an estimated $73.7K.
  • First Trust Emerging Markets Small Cap AlphaDEX Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1962 holding.
  • Stifel Financial first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q1 2014 and has held it in 31 quarters since.
  • Stifel Financial's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $4.01M in Q1 2018.
  • 66 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.