Destiny Wealth Partners’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

Destiny Wealth Partners’s Portfolio FEMS Stock Details FEMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5,267	Closed	-$204K	–	160
2024 Q1	$204K	Buy	+5,267	New	+$202K	0.04%	155
2023 Q2	–	Sell	-271,575	Closed	-$10.1M	–	178
2023 Q1	$10.1M	Buy	+271,575	New	+$10.5M	2.09%	12

Other funds holding FEMS

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

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

Destiny Wealth Partners's FEMS Position: Q2 2024 in Review

Destiny Wealth Partners sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q2 2024, closing a stake of 5,267 shares — an estimated $204K sold.

Destiny Wealth Partners first reported a position in FEMS in Q1 2023 and held it in 2 quarters. The position peaked at $10.1M in Q1 2023. 75 funds tracked by Wall St. Rank hold FEMS as of Q2 2024.

Destiny Wealth Partners reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
Destiny Wealth Partners sold 5,267 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q2 2024, an estimated $204K.
Destiny Wealth Partners first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q1 2023 and held it in 2 quarters.
Destiny Wealth Partners's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $10.1M in Q1 2023.
75 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q2 2024.

Based on Destiny Wealth Partners's 13F filing for Q2 2024, filed 25 Jul 2024.