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	–	1547
2024 Q1	$11.7K	Sell	530 -8	-1%	-$181	﹤0.01%	444
2023 Q4	$11.9K	Buy	+538	New	+$11.2K	﹤0.01%	452
2021 Q3	$27K	Hold	25	–	–	0.01%	729
2021 Q2	$28K	Buy	+25	New	+$697	0.01%	729
2020 Q4	$1K	Buy	+43	New	+$992	﹤0.01%	398
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 Schaumburg, Illinois $110B AUM 26.29% 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 12 quarters. The position peaked at $76K in Q1 2019. 117 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 12 quarters.
Financial Gravity Asset Management's First Trust Emerging Markets AlphaDEX Fund position peaked at $76K in Q1 2019.
117 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.