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

Clearview 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
2023 Q1	–	Sell	-98	Closed	-$2.08K	–	680
2022 Q4	$2.08K	Sell	98 -120	-55%	-$2.4K	﹤0.01%	475
2022 Q3	$4K	Buy	218 +7	+3%	+$147	﹤0.01%	426
2022 Q2	$5K	Sell	211 -191	-48%	-$4.51K	﹤0.01%	428
2022 Q1	$10K	Sell	402 -494	-55%	-$12.7K	0.01%	382
2021 Q4	$23K	Buy	896 +1	+0.1%	+$26	0.01%	313
2021 Q3	$24K	Buy	895 +18	+2%	+$494	0.02%	310
2021 Q2	$25K	Buy	877 +80	+10%	+$2.23K	0.02%	316
2021 Q1	$21K	Buy	797 +1	+0.1%	+$27	0.01%	322
2020 Q4	$20K	Buy	+796	New	+$18.4K	0.01%	300

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Clearview Wealth Advisors's FEM Position: Q1 2023 in Review

Clearview Wealth Advisors sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2023, closing a stake of 98 shares — an estimated $2.08K sold.

Clearview Wealth Advisors first reported a position in FEM in Q4 2020 and held it in 9 quarters. The position peaked at $25K in Q2 2021. 99 funds tracked by Wall St. Rank hold FEM as of Q1 2023.

Clearview Wealth Advisors reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 98 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2023, an estimated $2.08K.
Clearview Wealth Advisors first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2020 and held it in 9 quarters.
Clearview Wealth Advisors's First Trust Emerging Markets AlphaDEX Fund position peaked at $25K in Q2 2021.
99 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2023.

Based on Clearview Wealth Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.