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

BlackDiamond 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
2023
Q4 		– Sell
-8,230
Closed -$298K – 144
2023
Q3 		$298K Buy
8,230
+2,830
+52% +$109K 0.27% 89
2023
Q2 		$208K Buy
+5,400
New +$198K 0.18% 122

Other funds holding FEMS

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackDiamond Wealth Management's FEMS Position: Q4 2023 in Review

BlackDiamond Wealth Management sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q4 2023, closing a stake of 8,230 shares — an estimated $298K sold.

BlackDiamond Wealth Management first reported a position in FEMS in Q2 2023 and held it in 2 quarters. The position peaked at $298K in Q3 2023. 76 funds tracked by Wall St. Rank hold FEMS as of Q4 2023.

  • BlackDiamond Wealth Management reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 8,230 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q4 2023, an estimated $298K.
  • BlackDiamond Wealth Management first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q2 2023 and held it in 2 quarters.
  • BlackDiamond Wealth Management's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $298K in Q3 2023.
  • 76 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q4 2023.

Based on BlackDiamond Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.