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

Creative Planning’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	-437	Closed	-$9.19K	–	2690
2022 Q4	$9.19K	Buy	+437	New	+$8.75K	﹤0.01%	2358
2017 Q3	–	Sell	-1,250	Closed	-$29K	–	2489
2017 Q2	$29K	Sell	1,250 -500	-29%	-$11.4K	﹤0.01%	2906
2017 Q1	$40K	Buy	1,750 +978	+127%	+$21.9K	﹤0.01%	2642
2016 Q4	$16K	Buy	772 +397	+106%	+$8.12K	﹤0.01%	3216
2016 Q3	$8K	Hold	375	–	–	﹤0.01%	3641
2016 Q2	$7K	Hold	375	–	–	﹤0.01%	3455
2016 Q1	$7K	Hold	375	–	–	﹤0.01%	3402
2015 Q4	$7K	Sell	375 -3,000	-89%	-$56.8K	﹤0.01%	3501
2015 Q3	$61K	Buy	+3,375	New	+$67.6K	﹤0.01%	1897
2015 Q2	–	Sell	-3,000	Closed	-$67K	–	1724
2015 Q1	$67K	Hold	3,000	–	–	﹤0.01%	1806
2014 Q4	$65K	Buy	3,000 +2,000	+200%	+$45.9K	﹤0.01%	1824
2014 Q3	$24K	Sell	1,000 -10,000	-91%	-$257K	﹤0.01%	2414
2014 Q2	$277K	Sell	11,000 -18,000	-62%	-$440K	﹤0.01%	873
2014 Q1	$694K	Buy	+29,000	New	+$682K	0.01%	496

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

Creative Planning's FEM Position: Q1 2023 in Review

Creative Planning sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2023, closing a stake of 437 shares — an estimated $9.19K sold.

Creative Planning first reported a position in FEM in Q1 2014 and held it in 14 quarters. The position peaked at $694K in Q1 2014. 99 funds tracked by Wall St. Rank hold FEM as of Q1 2023.

Creative Planning reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Creative Planning sold 437 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2023, an estimated $9.19K.
Creative Planning first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2014 and held it in 14 quarters.
Creative Planning's First Trust Emerging Markets AlphaDEX Fund position peaked at $694K in Q1 2014.
99 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.