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Asset Dedication LLC’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Asset Dedication LLC’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
2022
Q4 		– Sell
-1,438
Closed -$27K – 1037
2022
Q3 		$27K Buy
+1,438
New +$30.1K ﹤0.01% 478

Other funds holding FEM

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Asset Dedication LLC's FEM Position: Q4 2022 in Review

Asset Dedication LLC sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q4 2022, closing a stake of 1,438 shares — an estimated $27K sold.

Asset Dedication LLC first reported a position in FEM in Q3 2022 and held it in 1 quarter. The position peaked at $27K in Q3 2022. 100 funds tracked by Wall St. Rank hold FEM as of Q4 2022.

  • Asset Dedication LLC reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
  • Asset Dedication LLC sold 1,438 First Trust Emerging Markets AlphaDEX Fund shares in Q4 2022, an estimated $27K.
  • Asset Dedication LLC first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q3 2022 and held it in 1 quarter.
  • Asset Dedication LLC's First Trust Emerging Markets AlphaDEX Fund position peaked at $27K in Q3 2022.
  • 100 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q4 2022.

Based on Asset Dedication LLC's 13F filing for Q4 2022, filed 19 Jan 2023.