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Capital Advisors Ltd’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Capital Advisors Ltd’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
2019
Q3 		– Sell
-2,416
Closed -$61K – 417
2019
Q2 		$61K Buy
+2,416
New +$58.8K 0.02% 268

Other funds holding FEM

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
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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Capital Advisors Ltd's FEM Position: Q3 2019 in Review

Capital Advisors Ltd sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q3 2019, closing a stake of 2,416 shares — an estimated $61K sold.

Capital Advisors Ltd first reported a position in FEM in Q2 2019 and held it in 1 quarter. The position peaked at $61K in Q2 2019. 104 funds tracked by Wall St. Rank hold FEM as of Q3 2019.

  • Capital Advisors Ltd reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
  • Capital Advisors Ltd sold 2,416 First Trust Emerging Markets AlphaDEX Fund shares in Q3 2019, an estimated $61K.
  • Capital Advisors Ltd first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q2 2019 and held it in 1 quarter.
  • Capital Advisors Ltd's First Trust Emerging Markets AlphaDEX Fund position peaked at $61K in Q2 2019.
  • 104 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q3 2019.

Based on Capital Advisors Ltd's 13F filing for Q3 2019, filed 23 Oct 2019.