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Blue Trust Inc’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Blue Trust Inc’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
2024
Q1 		– Sell
-3,000
Closed -$63K – 2361
2023
Q4 		$63K Buy
+3,000
New +$62.7K ﹤0.01% 846

Other funds holding FEM

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Blue Trust Inc's FEM Position: Q1 2024 in Review

Blue Trust Inc sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2024, closing a stake of 3,000 shares — an estimated $63K sold.

Blue Trust Inc first reported a position in FEM in Q4 2023 and held it in 1 quarter. The position peaked at $63K in Q4 2023. 111 funds tracked by Wall St. Rank hold FEM as of Q1 2024.

  • Blue Trust Inc reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • Blue Trust Inc sold 3,000 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2024, an estimated $63K.
  • Blue Trust Inc first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2023 and held it in 1 quarter.
  • Blue Trust Inc's First Trust Emerging Markets AlphaDEX Fund position peaked at $63K in Q4 2023.
  • 111 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.