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Clear Point Advisors’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

Clear Point Advisors’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
Q4 		– Sell
-214
Closed -$8.8K – 252
2024
Q3 		$8.8K Buy
214
+2
+0.9% +$80 0.01% 346
2024
Q2 		$8.62K Buy
212
+2
+1% +$80 0.01% 340
2024
Q1 		$8.12K Buy
210
+3
+1% +$115 0.01% 349
2023
Q4 		$7.95K Buy
+207
New +$7.72K 0.01% 331

Other funds holding FEMS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Clear Point Advisors's FEMS Position: Q4 2024 in Review

Clear Point Advisors sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q4 2024, closing a stake of 214 shares — an estimated $8.8K sold.

Clear Point Advisors first reported a position in FEMS in Q4 2023 and held it in 4 quarters. The position peaked at $8.8K in Q3 2024. 69 funds tracked by Wall St. Rank hold FEMS as of Q4 2024.

  • Clear Point Advisors reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 214 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q4 2024, an estimated $8.8K.
  • Clear Point Advisors first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $8.8K in Q3 2024.
  • 69 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.