Baldwin Wealth Partners’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Baldwin Wealth Partners’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
2019 Q3	–	Sell	-720	Closed	-$18K	–	528
2019 Q2	$18K	Hold	720	–	–	﹤0.01%	405
2019 Q1	$18K	Hold	720	–	–	﹤0.01%	404
2018 Q4	$16K	Hold	720	–	–	﹤0.01%	397
2018 Q3	$18K	Hold	720	–	–	﹤0.01%	411
2018 Q2	$19K	Buy	+720	New	+$20.3K	﹤0.01%	405

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Baldwin Wealth Partners's FEM Position: Q3 2019 in Review

Baldwin Wealth Partners sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q3 2019, closing a stake of 720 shares — an estimated $18K sold.

Baldwin Wealth Partners first reported a position in FEM in Q2 2018 and held it in 5 quarters. The position peaked at $19K in Q2 2018. 104 funds tracked by Wall St. Rank hold FEM as of Q3 2019.

Baldwin Wealth Partners reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
Baldwin Wealth Partners sold 720 First Trust Emerging Markets AlphaDEX Fund shares in Q3 2019, an estimated $18K.
Baldwin Wealth Partners first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q2 2018 and held it in 5 quarters.
Baldwin Wealth Partners's First Trust Emerging Markets AlphaDEX Fund position peaked at $19K in Q2 2018.
104 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q3 2019.

Based on Baldwin Wealth Partners's 13F filing for Q3 2019, filed 10 Oct 2019.