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B. Riley Wealth Management’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

B. Riley Wealth Management’s Portfolio FEMS Stock Details FEMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-390
Closed -$14.4K – 1117
2014
Q1 		$14K Buy
+390
New +$14.1K 0.01% 696

Other funds holding FEMS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

B. Riley Wealth Management's FEMS Position: Q2 2014 in Review

B. Riley Wealth Management sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q2 2014, closing a stake of 390 shares — an estimated $14.4K sold.

B. Riley Wealth Management first reported a position in FEMS in Q1 2014 and held it in 1 quarter. The position peaked at $14K in Q1 2014. 24 funds tracked by Wall St. Rank hold FEMS as of Q2 2014.

  • B. Riley Wealth Management reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q2 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 390 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q2 2014, an estimated $14.4K.
  • B. Riley Wealth Management first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q1 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $14K in Q1 2014.
  • 24 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q2 2014.

Based on B. Riley Wealth Management's 13F filing for Q2 2014, filed 17 Jul 2014.