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

CreativeOne Wealth’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
Q4 		– Sell
-13,287
Closed -$318K – 1084
2024
Q3 		$318K Buy
+13,287
New +$310K 0.01% 762
2024
Q2 		– Sell
-12,361
Closed -$283K – 814
2024
Q1 		$283K Buy
+12,361
New +$280K 0.01% 733

Other funds holding FEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return

CreativeOne Wealth's FEM Position: Q4 2024 in Review

CreativeOne Wealth sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q4 2024, closing a stake of 13,287 shares — an estimated $318K sold.

CreativeOne Wealth first reported a position in FEM in Q1 2024 and held it in 2 quarters. The position peaked at $318K in Q3 2024. 112 funds tracked by Wall St. Rank hold FEM as of Q4 2024.

  • CreativeOne Wealth reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • CreativeOne Wealth sold 13,287 First Trust Emerging Markets AlphaDEX Fund shares in Q4 2024, an estimated $318K.
  • CreativeOne Wealth first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2024 and held it in 2 quarters.
  • CreativeOne Wealth's First Trust Emerging Markets AlphaDEX Fund position peaked at $318K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q4 2024.

Based on CreativeOne Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.