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

Choice 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
2021 Q3	–	Sell	-9,288	Closed	-$260K	–	29
2021 Q2	$260K	Sell	9,288 -6,276	-40%	-$175K	0.19%	22
2021 Q1	$411K	Sell	15,564 -28,004	-64%	-$743K	0.34%	17
2020 Q4	$1.1M	Buy	+43,568	New	+$1.01M	0.99%	13

Other funds holding FEM

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Choice Wealth Advisors's FEM Position: Q3 2021 in Review

Choice Wealth Advisors sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q3 2021, closing a stake of 9,288 shares — an estimated $260K sold.

Choice Wealth Advisors first reported a position in FEM in Q4 2020 and held it in 3 quarters. The position peaked at $1.1M in Q4 2020. 107 funds tracked by Wall St. Rank hold FEM as of Q3 2021.

Choice Wealth Advisors reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
Choice Wealth Advisors sold 9,288 First Trust Emerging Markets AlphaDEX Fund shares in Q3 2021, an estimated $260K.
Choice Wealth Advisors first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2020 and held it in 3 quarters.
Choice Wealth Advisors's First Trust Emerging Markets AlphaDEX Fund position peaked at $1.1M in Q4 2020.
107 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q3 2021.

Based on Choice Wealth Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.