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Berger Financial Group’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

Berger Financial Group’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
2021
Q1 		– Sell
-101,121
Closed -$4.16M – 208
2020
Q4 		$4.16M Buy
+101,121
New +$3.7M 0.73% 46

Other funds holding FEMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Berger Financial Group's FEMS Position: Q1 2021 in Review

Berger Financial Group sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q1 2021, closing a stake of 101,121 shares — an estimated $4.16M sold.

Berger Financial Group first reported a position in FEMS in Q4 2020 and held it in 1 quarter. The position peaked at $4.16M in Q4 2020. 48 funds tracked by Wall St. Rank hold FEMS as of Q1 2021.

  • Berger Financial Group reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • Berger Financial Group sold 101,121 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q1 2021, an estimated $4.16M.
  • Berger Financial Group first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
  • Berger Financial Group's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $4.16M in Q4 2020.
  • 48 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q1 2021.

Based on Berger Financial Group's 13F filing for Q1 2021, filed 12 May 2021.