AFA
FEM icon

American Financial Advisors’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

American Financial 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
2024
Q1 		– Sell
-9,941
Closed -$220K – 154
2023
Q4 		$220K Sell
9,941
-2,488
-20% -$52K 0.03% 130
2023
Q3 		$259K Sell
12,429
-291
-2% -$6.35K 0.04% 112
2023
Q2 		$269K Sell
12,720
-158
-1% -$3.37K 0.04% 109
2023
Q1 		$273K Sell
12,878
-314
-2% -$6.75K 0.04% 105
2022
Q4 		$277K Sell
13,192
-1,197
-8% -$24K 0.05% 99
2022
Q3 		$266K Buy
+14,389
New +$302K 0.05% 102
2022
Q2 		– Sell
-22,620
Closed -$569K – 102
2022
Q1 		$569K Sell
22,620
-1,119
-5% -$28.8K 0.08% 79
2021
Q4 		$619K Sell
23,739
-7,928
-25% -$207K 0.08% 79
2021
Q3 		$853K Sell
31,667
-13,727
-30% -$377K 0.11% 66
2021
Q2 		$1.27M Sell
45,394
-55,150
-55% -$1.54M 0.17% 53
2021
Q1 		$2.65M Sell
100,544
-740,411
-88% -$19.6M 0.39% 37
2020
Q4 		$21.3M Sell
840,955
-29,367
-3% -$678K 3.03% 12
2020
Q3 		$18.8M Sell
870,322
-28,188
-3% -$642K 3.06% 14
2020
Q2 		$20.5M Buy
898,510
+41,564
+5% +$825K 3.28% 11
2020
Q1 		$16.5M Buy
+856,946
New +$20.2M 2.95% 15

Other funds holding FEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

American Financial Advisors's FEM Position: Q1 2024 in Review

American Financial Advisors sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2024, closing a stake of 9,941 shares — an estimated $220K sold.

American Financial Advisors first reported a position in FEM in Q1 2020 and held it in 15 quarters. The position peaked at $21.3M in Q4 2020. 112 funds tracked by Wall St. Rank hold FEM as of Q1 2024.

  • American Financial Advisors reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • American Financial Advisors sold 9,941 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2024, an estimated $220K.
  • American Financial Advisors first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2020 and held it in 15 quarters.
  • American Financial Advisors's First Trust Emerging Markets AlphaDEX Fund position peaked at $21.3M in Q4 2020.
  • 112 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2024.

Based on American Financial Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.