1834 Investment Advisors’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

1834 Investment Advisors’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
2018 Q2	–	Sell	-1,033	Closed	-$30K	–	430
2018 Q1	$30K	Sell	1,033 -127	-11%	-$3.75K	0.01%	313
2017 Q4	$32K	Buy	+1,160	New	+$31.7K	0.01%	320

Other funds holding FEM

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

1834 Investment Advisors's FEM Position: Q2 2018 in Review

1834 Investment Advisors sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q2 2018, closing a stake of 1,033 shares — an estimated $30K sold.

1834 Investment Advisors first reported a position in FEM in Q4 2017 and held it in 2 quarters. The position peaked at $32K in Q4 2017. 98 funds tracked by Wall St. Rank hold FEM as of Q2 2018.

1834 Investment Advisors reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
1834 Investment Advisors sold 1,033 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2018, an estimated $30K.
1834 Investment Advisors first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2017 and held it in 2 quarters.
1834 Investment Advisors's First Trust Emerging Markets AlphaDEX Fund position peaked at $32K in Q4 2017.
98 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2018.

Based on 1834 Investment Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.