Eudaimonia Partners’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Eudaimonia Partners’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 Q2	–	Sell	-791	Closed	-$21K	–	686
2021 Q1	$21K	Hold	791	–	–	﹤0.01%	918
2020 Q4	$20K	Buy	+791	New	+$18.3K	﹤0.01%	864
2020 Q1	–	Sell	-791	Closed	-$21K	–	701
2019 Q4	$21K	Buy	+791	New	+$19.5K	0.01%	660

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Eudaimonia Partners's FEM Position: Q2 2021 in Review

Eudaimonia Partners sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q2 2021, closing a stake of 791 shares — an estimated $21K sold.

Eudaimonia Partners first reported a position in FEM in Q4 2019 and held it in 3 quarters. The position peaked at $21K in Q1 2021. 121 funds tracked by Wall St. Rank hold FEM as of Q2 2021.

Eudaimonia Partners reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Eudaimonia Partners sold 791 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2021, an estimated $21K.
Eudaimonia Partners first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2019 and held it in 3 quarters.
Eudaimonia Partners's First Trust Emerging Markets AlphaDEX Fund position peaked at $21K in Q1 2021.
121 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.