TWM
FEM icon

Trueblood Wealth Management’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Trueblood Wealth 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
Q1 		$429K Buy
14,329
+461
+3% +$13.7K 0.17% 162
2025
Q4 		$379K Buy
13,868
+206
+2% +$5.55K 0.15% 176
2025
Q3 		$370K Buy
13,662
+496
+4% +$12.9K 0.14% 183
2025
Q2 		$323K Sell
13,166
-65
-0.5% -$1.51K 0.14% 193
2025
Q1 		$302K Hold
13,231
– – 0.14% 187
2024
Q4 		$291K Sell
13,231
-586
-4% -$13.4K 0.14% 186
2024
Q3 		$331K Buy
13,817
+2,100
+18% +$49.1K 0.17% 166
2024
Q2 		$281K Hold
11,717
– – 0.16% 171
2024
Q1 		$268K Sell
11,717
-3,343
-22% -$75.7K 0.15% 174
2023
Q4 		$333K Buy
+15,060
New +$315K 0.21% 138

Other funds holding FEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return