CIBC Private Wealth Group’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

CIBC Private Wealth Group’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	–	Sell	-1,287	Closed	-$53.1K	–	3171
2024 Q2	$53.1K	Buy	+1,287	New	+$51.7K	﹤0.01%	1654
2018 Q3	–	Sell	-100	Closed	-$4K	–	1207
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	1761
2018 Q1	$4K	Hold	100	–	–	﹤0.01%	1696
2017 Q4	$4K	Buy	+100	New	+$4.17K	﹤0.01%	1720

Other funds holding FEMS

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

RJFSA

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

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

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

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

CIBC Private Wealth Group's FEMS Position: Q3 2024 in Review

CIBC Private Wealth Group sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q3 2024, closing a stake of 1,287 shares — an estimated $53.1K sold.

CIBC Private Wealth Group first reported a position in FEMS in Q4 2017 and held it in 4 quarters. The position peaked at $53.1K in Q2 2024. 73 funds tracked by Wall St. Rank hold FEMS as of Q3 2024.

CIBC Private Wealth Group reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
CIBC Private Wealth Group sold 1,287 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q3 2024, an estimated $53.1K.
CIBC Private Wealth Group first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q4 2017 and held it in 4 quarters.
CIBC Private Wealth Group's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $53.1K in Q2 2024.
73 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q3 2024.

Based on CIBC Private Wealth Group's 13F filing for Q3 2024, filed 13 Nov 2024.