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

Western 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	$229K	Buy	7,641 +103	+1%	+$3.07K	0.01%	879
2025 Q4	$206K	Sell	7,538 -501	-6%	-$13.5K	0.01%	798
2025 Q3	$218K	Buy	+8,039	New	+$209K	0.01%	703
2024 Q4	–	Sell	-10,156	Closed	-$243K	–	687
2024 Q3	$243K	Buy	10,156 +12	+0.1%	+$280	0.01%	665
2024 Q2	$243K	Buy	10,144 +262	+3%	+$6.3K	0.02%	563
2024 Q1	$226K	Buy	+9,882	New	+$224K	0.02%	593

Other funds holding FEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Western Wealth Management's FEM Position: Q1 2026 in Review

Western Wealth Management increased its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 1.4% in Q1 2026, buying an estimated $3.07K and bringing the position to 7,641 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #879.

Western Wealth Management first reported a position in FEM in Q1 2024 and has held it in 6 quarters since. The position peaked at $243K in Q3 2024. 139 funds tracked by Wall St. Rank hold FEM as of Q1 2026.

Western Wealth Management held 7,641 shares of First Trust Emerging Markets AlphaDEX Fund worth $229K as of Q1 2026.
Western Wealth Management bought 103 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2026, an estimated $3.07K.
First Trust Emerging Markets AlphaDEX Fund made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #879 holding.
Western Wealth Management first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2024 and has held it in 6 quarters since.
Western Wealth Management's First Trust Emerging Markets AlphaDEX Fund position peaked at $243K in Q3 2024.
139 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.