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 Q2	$461K	Buy	14,409 +80	+0.6%	+$2.59K	0.16%	168
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Trueblood Wealth Management's FEM Position: Q2 2026 in Review

Trueblood Wealth Management increased its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 0.56% in Q2 2026, buying an estimated $2.59K and bringing the position to 14,409 shares worth $461K. The position accounts for 0.16% of the portfolio, ranked #168.

Trueblood Wealth Management first reported a position in FEM in Q4 2023 and has held it in 11 quarters since. 153 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

Trueblood Wealth Management held 14,409 shares of First Trust Emerging Markets AlphaDEX Fund worth $461K as of Q2 2026.
Trueblood Wealth Management bought 80 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2026, an estimated $2.59K.
First Trust Emerging Markets AlphaDEX Fund made up 0.16% of Trueblood Wealth Management's portfolio in Q2 2026, its #168 holding.
Trueblood Wealth Management first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2023 and has held it in 11 quarters since.
153 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.