Coppell Advisory Solutions Corp’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Coppell Advisory Solutions Corp’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
2024 Q1	$2.65M	Buy	+115,751	New	+$2.62M	0.5%	45
2023 Q1	$1.06M	Buy	49,922 +14,896	+43%	+$320K	0.35%	79
2022 Q4	$737K	Buy	+35,026	New	+$701K	0.25%	96

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

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

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

EWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Coppell Advisory Solutions Corp's FEM Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2024: 115,751 shares worth $2.65M. The stake represents 0.5% of the portfolio and ranks #45 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in FEM as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in FEM in Q4 2022 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold FEM as of Q1 2024.

Coppell Advisory Solutions Corp held 115,751 shares of First Trust Emerging Markets AlphaDEX Fund worth $2.65M as of Q1 2024.
First Trust Emerging Markets AlphaDEX Fund was a new Coppell Advisory Solutions Corp position in Q1 2024.
First Trust Emerging Markets AlphaDEX Fund made up 0.5% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #45 holding.
Coppell Advisory Solutions Corp first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2022 and has held it in 3 quarters since.
111 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.