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

Curi Wealth Management’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
2022
Q3 		– Sell
-20
Closed – – 372
2022
Q2 		$0 Hold
20
– – ﹤0.01% 661
2022
Q1 		$0 Buy
+20
New +$515 ﹤0.01% 559

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Curi Wealth Management's FEM Position: Q3 2022 in Review

Curi Wealth Management sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q3 2022, closing a stake of 20 shares.

Curi Wealth Management first reported a position in FEM in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2022. 94 funds tracked by Wall St. Rank hold FEM as of Q3 2022.

  • Curi Wealth Management reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 20 First Trust Emerging Markets AlphaDEX Fund shares in Q3 2022.
  • Curi Wealth Management first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2022 and held it in 2 quarters.
  • Curi Wealth Management's First Trust Emerging Markets AlphaDEX Fund position peaked at $0 in Q2 2022.
  • 94 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.