Empirical Wealth Management’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-9,270
Closed -$354K 218
2018
Q2
$354K Buy
+9,270
New +$386K 0.07% 135

Other funds holding FEMS

Empirical Wealth Management's FEMS Position: Q3 2018 in Review

Empirical Wealth Management sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q3 2018, closing a stake of 9,270 shares — an estimated $354K sold.

Empirical Wealth Management first reported a position in FEMS in Q2 2018 and held it in 1 quarter. The position peaked at $354K in Q2 2018. 53 funds tracked by Wall St. Rank hold FEMS as of Q3 2018.

  • Empirical Wealth Management reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
  • Empirical Wealth Management sold 9,270 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q3 2018, an estimated $354K.
  • Empirical Wealth Management first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q2 2018 and held it in 1 quarter.
  • Empirical Wealth Management's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $354K in Q2 2018.
  • 53 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q3 2018.

Based on Empirical Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.