BRF
FEM icon

B. Riley Financial’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

B. Riley Financial’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
-15,865
Closed -$465K – 327
2018
Q1 		$465K Sell
15,865
-13,606
-46% -$402K 0.13% 163
2017
Q4 		$822K Buy
29,471
+1,615
+6% +$44.1K 0.21% 113
2017
Q3 		$762K Buy
+27,856
New +$724K 0.21% 116

Other funds holding FEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
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

B. Riley Financial's FEM Position: Q2 2018 in Review

B. Riley Financial sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q2 2018, closing a stake of 15,865 shares — an estimated $465K sold.

B. Riley Financial first reported a position in FEM in Q3 2017 and held it in 3 quarters. The position peaked at $822K in Q4 2017. 98 funds tracked by Wall St. Rank hold FEM as of Q2 2018.

  • B. Riley Financial reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
  • B. Riley Financial sold 15,865 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2018, an estimated $465K.
  • B. Riley Financial first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q3 2017 and held it in 3 quarters.
  • B. Riley Financial's First Trust Emerging Markets AlphaDEX Fund position peaked at $822K in Q4 2017.
  • 98 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2018.

Based on B. Riley Financial's 13F filing for Q2 2018, filed 14 Aug 2018.