BC
FEM icon

Bartlett & Co’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Bartlett & Co’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
2017
Q2 		– Sell
-435
Closed -$10K – 687
2017
Q1 		$10K Hold
435
– – ﹤0.01% 597
2016
Q4 		$9K Buy
+435
New +$8.89K ﹤0.01% 600

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bartlett & Co's FEM Position: Q2 2017 in Review

Bartlett & Co sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q2 2017, closing a stake of 435 shares — an estimated $10K sold.

Bartlett & Co first reported a position in FEM in Q4 2016 and held it in 2 quarters. The position peaked at $10K in Q1 2017. 61 funds tracked by Wall St. Rank hold FEM as of Q2 2017.

  • Bartlett & Co reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
  • Bartlett & Co sold 435 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2017, an estimated $10K.
  • Bartlett & Co first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2016 and held it in 2 quarters.
  • Bartlett & Co's First Trust Emerging Markets AlphaDEX Fund position peaked at $10K in Q1 2017.
  • 61 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2017.

Based on Bartlett & Co's 13F filing for Q2 2017, filed 18 Jul 2017.