Avantax Advisory Services’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $317K | Sell |
7,810
-9,985
| -56% | -$405K | ﹤0.01% | 1865 |
|
2025
Q1 | $661K | Buy |
17,795
+3,783
| +27% | +$141K | ﹤0.01% | 1337 |
|
2024
Q4 | $529K | Buy |
14,012
+3,890
| +38% | +$147K | ﹤0.01% | 1402 |
|
2024
Q3 | $416K | Buy |
10,122
+2,292
| +29% | +$94.2K | ﹤0.01% | 1541 |
|
2024
Q2 | $318K | Buy |
+7,830
| New | +$318K | ﹤0.01% | 1656 |
|
2020
Q1 | – | Sell |
-12,120
| Closed | -$478K | – | 832 |
|
2019
Q4 | $478K | Buy |
12,120
+2,977
| +33% | +$117K | 0.01% | 492 |
|
2019
Q3 | $312K | Buy |
+9,143
| New | +$312K | 0.01% | 422 |
|