FEM — FIRST TR EXCH TRD ALPHDX FD

Ownership history in WORLD EQUITY GROUP, INC.  ·  2 quarters on record

This page tracks every 13F SEC filing in which WORLD EQUITY GROUP, INC. reported a position in FIRST TR EXCH TRD ALPHDX FD (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.

Peak position
0.27% (2025 Q2)
Avg. % of fund
0.27%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 42,491 +2,081 +5.1% 0.26% $1.2M $26.89
2025 Q2 INITIATED 40,410 — — 0.27% $992K $24.12
% 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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