Evelyn Partners Group Ltd’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Evelyn Partners Group Ltd’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	$57.6K	Buy	+1,800	New	+$58.3K	﹤0.01%	357

Other funds holding FEM

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

GSWM

Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Evelyn Partners Group Ltd's FEM Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in First Trust Emerging Markets AlphaDEX Fund (FEM) in Q2 2026: 1,800 shares worth $57.6K. The stake represents ﹤0.01% of the portfolio and ranks #357 among its holdings.

89 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

Evelyn Partners Group Ltd held 1,800 shares of First Trust Emerging Markets AlphaDEX Fund worth $57.6K as of Q2 2026.
First Trust Emerging Markets AlphaDEX Fund was a new Evelyn Partners Group Ltd position in Q2 2026.
First Trust Emerging Markets AlphaDEX Fund made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #357 holding.
89 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.