Burt Wealth Advisors’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Burt Wealth 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
2018 Q4	–	Sell	-1,197	Closed	-$30K	–	362
2018 Q3	$30K	Hold	1,197	–	–	0.01%	219
2018 Q2	$31K	Hold	1,197	–	–	0.01%	212
2018 Q1	$35K	Hold	1,197	–	–	0.02%	209
2017 Q4	$33K	Hold	1,197	–	–	0.02%	211
2017 Q3	$33K	Hold	1,197	–	–	0.02%	204
2017 Q2	$28K	Hold	1,197	–	–	0.02%	233
2017 Q1	$27K	Hold	1,197	–	–	0.02%	210
2016 Q4	$24K	Hold	1,197	–	–	0.02%	219
2016 Q3	$24K	Hold	1,197	–	–	0.03%	209
2016 Q2	$22K	Hold	1,197	–	–	0.02%	208
2016 Q1	$23K	Buy	+1,197	New	+$20.7K	0.02%	232
2015 Q4	–	Sell	-1,197	Closed	-$21K	–	532
2015 Q3	$21K	Hold	1,197	–	–	0.03%	180
2015 Q2	$27K	Hold	1,197	–	–	0.03%	179
2015 Q1	$2K	Hold	1,197	–	–	﹤0.01%	318
2014 Q4	$26K	Buy	+1,197	New	+$27.4K	0.03%	172

Other funds holding FEM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HFS

HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Burt Wealth Advisors's FEM Position: Q4 2018 in Review

Burt Wealth Advisors sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q4 2018, closing a stake of 1,197 shares — an estimated $30K sold.

Burt Wealth Advisors first reported a position in FEM in Q4 2014 and held it in 15 quarters. The position peaked at $35K in Q1 2018. 99 funds tracked by Wall St. Rank hold FEM as of Q4 2018.

Burt Wealth Advisors reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
Burt Wealth Advisors sold 1,197 First Trust Emerging Markets AlphaDEX Fund shares in Q4 2018, an estimated $30K.
Burt Wealth Advisors first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2014 and held it in 15 quarters.
Burt Wealth Advisors's First Trust Emerging Markets AlphaDEX Fund position peaked at $35K in Q1 2018.
99 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q4 2018.

Based on Burt Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.