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Synergy Investment Management’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Synergy Investment 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 		$57.9K Hold
1,812
– – 0.01% 354
2026
Q1 		$54.3K Buy
+1,812
New +$54K 0.02% 275
2025
Q2 		– Sell
-3,285
Closed -$75.1K – 243
2025
Q1 		$75.1K Buy
3,285
+133
+4% +$3K 0.03% 186
2024
Q4 		$69.4K Buy
+3,152
New +$71.9K 0.03% 205

Other funds holding FEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Synergy Investment Management's FEM Position: Q2 2026 in Review

Synergy Investment Management held its First Trust Emerging Markets AlphaDEX Fund (FEM) position steady in Q2 2026 at 1,812 shares worth $57.9K. The position accounts for 0.01% of the portfolio, ranked #354.

Synergy Investment Management first reported a position in FEM in Q4 2024 and has held it in 4 quarters since. The position peaked at $75.1K in Q1 2025. 153 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

  • Synergy Investment Management held 1,812 shares of First Trust Emerging Markets AlphaDEX Fund worth $57.9K as of Q2 2026.
  • Synergy Investment Management left its First Trust Emerging Markets AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Emerging Markets AlphaDEX Fund made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #354 holding.
  • Synergy Investment Management first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's First Trust Emerging Markets AlphaDEX Fund position peaked at $75.1K in Q1 2025.
  • 153 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.