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Bristlecone Advisors’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

Bristlecone Advisors’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
2017
Q4 		– Sell
-715
Closed -$30K – 188
2017
Q3 		$30K Buy
+715
New +$28.9K 0.01% 225

Other funds holding FEMS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Bristlecone Advisors's FEMS Position: Q4 2017 in Review

Bristlecone Advisors sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q4 2017, closing a stake of 715 shares — an estimated $30K sold.

Bristlecone Advisors first reported a position in FEMS in Q3 2017 and held it in 1 quarter. The position peaked at $30K in Q3 2017. 44 funds tracked by Wall St. Rank hold FEMS as of Q4 2017.

  • Bristlecone Advisors reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q4 2017 after selling out during the quarter.
  • Bristlecone Advisors sold 715 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q4 2017, an estimated $30K.
  • Bristlecone Advisors first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q3 2017 and held it in 1 quarter.
  • Bristlecone Advisors's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $30K in Q3 2017.
  • 44 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q4 2017.

Based on Bristlecone Advisors's 13F filing for Q4 2017, filed 30 Jan 2018.