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 Q2	$241K	Sell	7,535 -106	-1%	-$3.43K	0.01%	901
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	–	769
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 $1.89T 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

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

Western Wealth Management reduced its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 1.4% in Q2 2026, selling an estimated $3.43K and leaving 7,535 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #901.

Western Wealth Management first reported a position in FEM in Q1 2024 and has held it in 7 quarters since. The position peaked at $243K in Q3 2024. 153 funds tracked by Wall St. Rank hold FEM as of Q2 2026.

Western Wealth Management held 7,535 shares of First Trust Emerging Markets AlphaDEX Fund worth $241K as of Q2 2026.
Western Wealth Management sold 106 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2026, an estimated $3.43K.
First Trust Emerging Markets AlphaDEX Fund made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #901 holding.
Western Wealth Management first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2024 and has held it in 7 quarters since.
Western Wealth Management's First Trust Emerging Markets AlphaDEX Fund position peaked at $243K in Q3 2024.
153 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.