BFA
FEM icon

Beaumont Financial Advisors’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Beaumont Financial 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
2013
Q3 		– Sell
-11,703
Closed -$270K – 157
2013
Q2 		$270K Buy
+11,703
New +$297K 0.03% 133

Other funds holding FEM

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

Beaumont Financial Advisors's FEM Position: Q3 2013 in Review

Beaumont Financial Advisors sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q3 2013, closing a stake of 11,703 shares — an estimated $270K sold.

Beaumont Financial Advisors first reported a position in FEM in Q2 2013 and held it in 1 quarter. The position peaked at $270K in Q2 2013. 29 funds tracked by Wall St. Rank hold FEM as of Q3 2013.

  • Beaumont Financial Advisors reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q3 2013 after selling out during the quarter.
  • Beaumont Financial Advisors sold 11,703 First Trust Emerging Markets AlphaDEX Fund shares in Q3 2013, an estimated $270K.
  • Beaumont Financial Advisors first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q2 2013 and held it in 1 quarter.
  • Beaumont Financial Advisors's First Trust Emerging Markets AlphaDEX Fund position peaked at $270K in Q2 2013.
  • 29 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q3 2013.

Based on Beaumont Financial Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.