VestGen Advisors’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

VestGen Advisors’s Portfolio FEMS Stock Details FEMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.49M	Buy	76,378 +3,196	+4%	+$150K	0.1%	204
2026 Q1	$3.5M	Buy	73,182 +1,581	+2%	+$71.8K	0.09%	192
2025 Q4	$3.01M	Buy	71,601 +28,091	+65%	+$1.19M	0.13%	164
2025 Q3	$1.92M	Buy	43,510 +1,319	+3%	+$56.4K	0.06%	255
2025 Q2	$1.71M	Sell	42,191 -450	-1%	-$17.1K	0.07%	234
2025 Q1	$1.58M	Buy	+42,641	New	+$1.61M	0.07%	236

Other funds holding FEMS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

BWG

Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

VestGen Advisors's FEMS Position: Q2 2026 in Review

VestGen Advisors increased its First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) stake by 4.4% in Q2 2026, buying an estimated $150K and bringing the position to 76,378 shares worth $3.49M. The position accounts for 0.1% of the portfolio, ranked #204.

VestGen Advisors first reported a position in FEMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.5M in Q1 2026. 66 funds tracked by Wall St. Rank hold FEMS as of Q2 2026.

VestGen Advisors held 76,378 shares of First Trust Emerging Markets Small Cap AlphaDEX Fund worth $3.49M as of Q2 2026.
VestGen Advisors bought 3,196 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q2 2026, an estimated $150K.
First Trust Emerging Markets Small Cap AlphaDEX Fund made up 0.1% of VestGen Advisors's portfolio in Q2 2026, its #204 holding.
VestGen Advisors first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $3.5M in Q1 2026.
66 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.