Stonehaven Wealth & Tax Solutions’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$252K	Buy	5,518 +466	+9%	+$21.9K	0.2%	74
2026 Q1	$230K	Buy	5,052 +158	+3%	+$7.18K	0.2%	72
2025 Q4	$206K	Buy	+4,894	New	+$208K	0.19%	79
2025 Q3	–	Sell	-7,810	Closed	-$317K	–	83
2025 Q2	$317K	Sell	7,810 -2,844	-27%	-$108K	0.31%	50
2025 Q1	$396K	Buy	10,654 +376	+4%	+$14.2K	0.42%	39
2024 Q4	$388K	Buy	+10,278	New	+$402K	0.42%	53

Other funds holding FEMS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's FEMS Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) stake by 9.2% in Q2 2026, buying an estimated $21.9K and bringing the position to 5,518 shares worth $252K. The position accounts for 0.2% of the portfolio, ranked #74.

Stonehaven Wealth & Tax Solutions first reported a position in FEMS in Q4 2024 and has held it in 6 quarters since. The position peaked at $396K in Q1 2025. 66 funds tracked by Wall St. Rank hold FEMS as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 5,518 shares of First Trust Emerging Markets Small Cap AlphaDEX Fund worth $252K as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 466 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q2 2026, an estimated $21.9K.
First Trust Emerging Markets Small Cap AlphaDEX Fund made up 0.2% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #74 holding.
Stonehaven Wealth & Tax Solutions first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
Stonehaven Wealth & Tax Solutions's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $396K in Q1 2025.
66 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.