Crumly & Associates’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Crumly & Associates’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
2021 Q4	–	Sell	-33,523	Closed	-$903K	–	106
2021 Q3	$903K	Sell	33,523 -271	-0.8%	-$7.44K	0.42%	44
2021 Q2	$945K	Sell	33,794 -1,660	-5%	-$46.3K	0.46%	40
2021 Q1	$935K	Sell	35,454 -4,008	-10%	-$106K	0.55%	35
2020 Q4	$1.07M	Sell	39,462 -21,585	-35%	-$498K	0.75%	28
2020 Q3	$1.32M	Buy	61,047 +4,630	+8%	+$105K	1.13%	23
2020 Q2	$1.18M	Buy	56,417 +764	+1%	+$15.2K	1.11%	16
2020 Q1	$979K	Sell	55,653 -154,616	-74%	-$3.64M	1.2%	17
2019 Q4	$5.58M	Buy	+210,269	New	+$5.17M	5.78%	5

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

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

Jane Street New York $777B AUM 61.18% 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

Crumly & Associates's FEM Position: Q4 2021 in Review

Crumly & Associates sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q4 2021, closing a stake of 33,523 shares — an estimated $903K sold.

Crumly & Associates first reported a position in FEM in Q4 2019 and held it in 8 quarters. The position peaked at $5.58M in Q4 2019. 111 funds tracked by Wall St. Rank hold FEM as of Q4 2021.

Crumly & Associates reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
Crumly & Associates sold 33,523 First Trust Emerging Markets AlphaDEX Fund shares in Q4 2021, an estimated $903K.
Crumly & Associates first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2019 and held it in 8 quarters.
Crumly & Associates's First Trust Emerging Markets AlphaDEX Fund position peaked at $5.58M in Q4 2019.
111 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q4 2021.

Based on Crumly & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.