Avior Wealth Management’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Avior Wealth Management’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	-137	Closed	-$3.03K	–	3846
2023 Q4	$3.03K	Sell	137 -7,783	-98%	-$163K	﹤0.01%	1259
2023 Q3	$165K	Sell	7,920 -197	-2%	-$4.3K	0.01%	562
2023 Q2	$172K	Sell	8,117 -2,899	-26%	-$61.8K	0.01%	555
2023 Q1	$234K	Buy	+11,016	New	+$237K	0.02%	499
2022 Q4	–	Sell	-81	Closed	-$1K	–	1300
2022 Q3	$1K	Buy	81 +3	+4%	+$63	﹤0.01%	1079
2022 Q2	$1K	Buy	78 +1	+1%	+$24	﹤0.01%	993
2022 Q1	$1K	Buy	+77	New	+$1.98K	﹤0.01%	1030

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

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

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

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Avior Wealth Management's FEM Position: Q1 2024 in Review

Avior Wealth Management sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2024, closing a stake of 137 shares — an estimated $3.03K sold.

Avior Wealth Management first reported a position in FEM in Q1 2022 and held it in 7 quarters. The position peaked at $234K in Q1 2023. 111 funds tracked by Wall St. Rank hold FEM as of Q1 2024.

Avior Wealth Management reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
Avior Wealth Management sold 137 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2024, an estimated $3.03K.
Avior Wealth Management first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2022 and held it in 7 quarters.
Avior Wealth Management's First Trust Emerging Markets AlphaDEX Fund position peaked at $234K in Q1 2023.
111 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2024.

Based on Avior Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.