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TrueWealth Advisors’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

TrueWealth Advisors’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
2025
Q1 		– Sell
-9,268
Closed -$204K – 219
2024
Q4 		$204K Sell
9,268
-6,833
-42% -$156K 0.07% 219
2024
Q3 		$386K Buy
16,101
+4,785
+42% +$112K 0.13% 147
2024
Q2 		$271K Buy
+11,316
New +$272K 0.1% 183

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 $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

TrueWealth Advisors's FEM Position: Q1 2025 in Review

TrueWealth Advisors sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2025, closing a stake of 9,268 shares — an estimated $204K sold.

TrueWealth Advisors first reported a position in FEM in Q2 2024 and held it in 3 quarters. The position peaked at $386K in Q3 2024. 100 funds tracked by Wall St. Rank hold FEM as of Q1 2025.

  • TrueWealth Advisors reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • TrueWealth Advisors sold 9,268 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2025, an estimated $204K.
  • TrueWealth Advisors first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q2 2024 and held it in 3 quarters.
  • TrueWealth Advisors's First Trust Emerging Markets AlphaDEX Fund position peaked at $386K in Q3 2024.
  • 100 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2025.

Based on TrueWealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.