Creative Financial Designs’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Creative Financial Designs’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 Q3	–	Sell	-990	Closed	-$21.6K	–	1523
2023 Q2	$21K	Sell	990 -51	-5%	-$1.09K	﹤0.01%	839
2023 Q1	$22.1K	Buy	1,041 +5	+0.5%	+$108	﹤0.01%	788
2022 Q4	$21.8K	Hold	1,036	–	–	﹤0.01%	749
2022 Q3	$19K	Buy	1,036 +1	+0.1%	+$21	﹤0.01%	749
2022 Q2	$22K	Buy	1,035 +75	+8%	+$1.77K	﹤0.01%	718
2022 Q1	$24K	Hold	960	–	–	﹤0.01%	727
2021 Q4	$25K	Sell	960 -185	-16%	-$4.83K	﹤0.01%	709
2021 Q3	$31K	Sell	1,145 -90	-7%	-$2.47K	0.01%	739
2021 Q2	$35K	Buy	1,235 +590	+91%	+$16.4K	0.01%	696
2021 Q1	$17K	Buy	645 +640	+12,800%	+$17K	﹤0.01%	817
2020 Q4	$0	Hold	5	–	–	﹤0.01%	1250
2020 Q3	$0	Hold	5	–	–	﹤0.01%	1230
2020 Q2	$0	Hold	5	–	–	﹤0.01%	1159
2020 Q1	$0	Sell	5 -1,150	-100%	-$27K	﹤0.01%	504
2019 Q4	$31K	Sell	1,155 -122	-10%	-$3K	0.01%	286
2019 Q3	$30K	Buy	+1,277	New	+$30.8K	0.02%	285
2017 Q4	–	Sell	-400	Closed	-$11K	–	719
2017 Q3	$11K	Hold	400	–	–	0.01%	404
2017 Q2	$9K	Hold	400	–	–	0.01%	428
2017 Q1	$9K	Hold	400	–	–	0.01%	411
2016 Q4	$8K	Buy	+400	New	+$8.18K	0.01%	418

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Creative Financial Designs's FEM Position: Q3 2023 in Review

Creative Financial Designs sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q3 2023, closing a stake of 990 shares — an estimated $21.6K sold.

Creative Financial Designs first reported a position in FEM in Q4 2016 and held it in 20 quarters. The position peaked at $35K in Q2 2021. 111 funds tracked by Wall St. Rank hold FEM as of Q3 2023.

Creative Financial Designs reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
Creative Financial Designs sold 990 First Trust Emerging Markets AlphaDEX Fund shares in Q3 2023, an estimated $21.6K.
Creative Financial Designs first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2016 and held it in 20 quarters.
Creative Financial Designs's First Trust Emerging Markets AlphaDEX Fund position peaked at $35K in Q2 2021.
111 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q3 2023.

Based on Creative Financial Designs's 13F filing for Q3 2023, filed 14 Nov 2023.