FGAM
FEM icon

Financial Gravity Asset Management’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-530
Closed -$11.7K – 1784
2024
Q1 		$11.7K Sell
530
-16
-3% -$362 ﹤0.01% 682
2023
Q4 		$12.1K Buy
546
+538
+6,725% +$11.2K ﹤0.01% 755
2023
Q3 		$155 Buy
+8
New +$174 ﹤0.01% 978
2023
Q2 		– Sell
-21
Closed -$165 – 1693
2023
Q1 		$165 Buy
+21
New +$452 0.01% 648
2022
Q4 		– Sell
-18
Closed -$144 – 1468
2022
Q3 		$144 Sell
18
-3
-14% -$63 ﹤0.01% 605
2022
Q2 		$166 Sell
21
-4
-16% -$94 0.01% 553
2022
Q1 		$195 Sell
25
-131
-84% -$3.38K 0.01% 575
2021
Q4 		$623 Buy
156
+131
+524% +$3.42K 0.01% 453
2021
Q3 		$27K Hold
25
– – 0.01% 729
2021
Q2 		$28K Sell
25
-2
-7% -$56 0.01% 729
2021
Q1 		$703 Sell
27
-16
-37% -$424 0.01% 363
2020
Q4 		$1K Buy
+43
New +$992 ﹤0.01% 398
2020
Q2 		– Sell
-170
Closed -$3K – 315
2020
Q1 		$3K Sell
170
-202
-54% -$4.75K 0.01% 370
2019
Q4 		$27K Sell
372
-428
-54% -$10.5K 0.02% 903
2019
Q3 		$19K Sell
800
-689
-46% -$16.6K 0.02% 462
2019
Q2 		$38K Sell
1,489
-1,505
-50% -$36.6K 0.03% 374
2019
Q1 		$76K Buy
+2,994
New +$74.2K 0.06% 238
2018
Q3 		$13K Hold
566
– – 0.01% 529
2018
Q2 		$14K Hold
566
– – 0.01% 518
2018
Q1 		$16K Buy
+566
New +$16.7K 0.02% 524

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Financial Gravity Asset Management's FEM Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q2 2024, closing a stake of 530 shares — an estimated $11.7K sold.

Financial Gravity Asset Management first reported a position in FEM in Q1 2018 and held it in 20 quarters. The position peaked at $76K in Q1 2019. 116 funds tracked by Wall St. Rank hold FEM as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 530 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2024, an estimated $11.7K.
  • Financial Gravity Asset Management first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2018 and held it in 20 quarters.
  • Financial Gravity Asset Management's First Trust Emerging Markets AlphaDEX Fund position peaked at $76K in Q1 2019.
  • 116 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.