FEM — FIRST TRUST EMERGING MARKETS ALPHADEX FUND

Ownership history in Advisory Services Network, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in FIRST TRUST EMERGING MARKETS ALPHADEX FUND (FEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 615 +5 +0.8% 0.00% $17K $26.89
2023 Q4 REDUCED 610 -46 -7.0% 0.00% $13K $20.68
2023 Q1 ADDED 656 +46 +7.5% 0.00% $14K $18.85
2022 Q4 ADDED 610 +448 +276.5% 0.00% $13K $18.66
2014 Q4 INITIATED 162 — — 0.00% $3K $14.40
% of Fund (quarterly)    FEM price (monthly, adj. close)

Other funds also holding FEM

As of 2025 Q4 — sorted by position size

Midwest Financial Group LLC 0.83% Van Diest Capital, LLC 0.34% Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3Y 7Y 0.29% IAMS WEALTH MANAGEMENT, LLC 0.24% Gateway Wealth Partners, LLC 3Y 0.16% Trueblood Wealth Management, LLC 0.15% Pinnacle Family Advisors, LLC 3Y 7Y 0.12% Richmond Investment Services, LLC 0.1% Coppell Advisory Solutions LLC 3Y 0.1% Element Wealth, LLC 3Y 0.1%
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