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Confluence Wealth Services’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-40
Closed -$1K – 541
2021
Q4 		$1K Buy
+40
New +$1.04K ﹤0.01% 1183

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Confluence Wealth Services's FEM Position: Q1 2022 in Review

Confluence Wealth Services sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2022, closing a stake of 40 shares — an estimated $1K sold.

Confluence Wealth Services first reported a position in FEM in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 107 funds tracked by Wall St. Rank hold FEM as of Q1 2022.

  • Confluence Wealth Services reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 40 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2022, an estimated $1K.
  • Confluence Wealth Services first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's First Trust Emerging Markets AlphaDEX Fund position peaked at $1K in Q4 2021.
  • 107 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.