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

CEDRUS’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
2024
Q3 		$2.53M Buy
61,574
+7,059
+13% +$283K 0.94% 27
2024
Q2 		$2.21M Buy
54,515
+2,846
+6% +$114K 1.11% 23
2024
Q1 		$2M Buy
51,669
+5,916
+13% +$227K 1.09% 24
2023
Q4 		$1.76M Buy
45,753
+4,075
+10% +$152K 1.09% 24
2023
Q3 		$1.6M Buy
41,678
+20,033
+93% +$769K 1.14% 25
2023
Q2 		$787K Buy
21,645
+4,073
+23% +$149K 0.56% 34
2023
Q1 		$654K Buy
+17,572
New +$677K 0.46% 41

Other funds holding FEMS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $445B AUM 25.58% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CEDRUS's FEMS Position: Q3 2024 in Review

CEDRUS increased its First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) stake by 13% in Q3 2024, buying an estimated $283K and bringing the position to 61,574 shares worth $2.53M. The position accounts for 0.94% of the portfolio, ranked #27.

CEDRUS first reported a position in FEMS in Q1 2023 and has held it in 7 quarters since. 73 funds tracked by Wall St. Rank hold FEMS as of Q3 2024.

  • CEDRUS held 61,574 shares of First Trust Emerging Markets Small Cap AlphaDEX Fund worth $2.53M as of Q3 2024.
  • CEDRUS bought 7,059 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q3 2024, an estimated $283K.
  • First Trust Emerging Markets Small Cap AlphaDEX Fund made up 0.94% of CEDRUS's portfolio in Q3 2024, its #27 holding.
  • CEDRUS first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q1 2023 and has held it in 7 quarters since.
  • 73 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.