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Summit Wealth Group (Colorado)’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

Summit Wealth Group (Colorado)’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 		$380K Buy
8,318
+2,931
+54% +$138K 0.03% 257
2026
Q1 		$245K Buy
+5,387
New +$245K 0.03% 293

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

Summit Wealth Group (Colorado)'s FEMS Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) stake by 54% in Q2 2026, buying an estimated $138K and bringing the position to 8,318 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #257.

Summit Wealth Group (Colorado) first reported a position in FEMS in Q1 2026 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold FEMS as of Q2 2026.

  • Summit Wealth Group (Colorado) held 8,318 shares of First Trust Emerging Markets Small Cap AlphaDEX Fund worth $380K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 2,931 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q2 2026, an estimated $138K.
  • First Trust Emerging Markets Small Cap AlphaDEX Fund made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #257 holding.
  • Summit Wealth Group (Colorado) first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.