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

B. Riley Wealth 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 Q2	–	Sell	-13,653	Closed	-$285K	–	1466
2024 Q1	$285K	Buy	+13,653	New	+$309K	0.01%	1060
2023 Q4	–	Sell	-13,653	Closed	-$285K	–	1435
2023 Q3	$285K	Buy	13,653 +3,649	+36%	+$79.6K	0.01%	1060
2023 Q2	$212K	Buy	+10,004	New	+$213K	﹤0.01%	1328
2021 Q1	–	Sell	-10,685	Closed	-$271K	–	1371
2020 Q4	$271K	Sell	10,685 -2,215	-17%	-$51.1K	0.01%	815
2020 Q3	$280K	Buy	12,900 +1,671	+15%	+$38K	0.01%	729
2020 Q2	$236K	Sell	11,229 -841	-7%	-$16.7K	0.02%	711
2020 Q1	$213K	Buy	12,070 +2,360	+24%	+$55.5K	0.02%	651
2019 Q4	$258K	Buy	+9,710	New	+$239K	0.02%	660
2019 Q3	–	Sell	-10,510	Closed	-$265K	–	824
2019 Q2	$265K	Sell	10,510 -1,840	-15%	-$44.8K	0.03%	616
2019 Q1	$310K	Buy	12,350 +2,615	+27%	+$64.8K	0.04%	482
2018 Q4	$223K	Sell	9,735 -15	-0.2%	-$352	0.03%	548
2018 Q3	$245K	Buy	9,750 +661	+7%	+$16.7K	0.03%	572
2018 Q2	$236K	Buy	9,089 +1,934	+27%	+$54.4K	0.03%	556
2018 Q1	$210K	Buy	+7,155	New	+$211K	0.03%	569

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

B. Riley Wealth Advisors's FEM Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q2 2024, closing a stake of 13,653 shares — an estimated $285K sold.

B. Riley Wealth Advisors first reported a position in FEM in Q1 2018 and held it in 14 quarters. The position peaked at $310K in Q1 2019. 116 funds tracked by Wall St. Rank hold FEM as of Q2 2024.

B. Riley Wealth Advisors reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 13,653 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2024, an estimated $285K.
B. Riley Wealth Advisors first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2018 and held it in 14 quarters.
B. Riley Wealth Advisors's First Trust Emerging Markets AlphaDEX Fund position peaked at $310K in Q1 2019.
116 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.