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

Financial Gravity Companies’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
2018 Q4	$14K	Buy	+566	New	+$13.3K	0.01%	527
2018 Q1	$16K	Buy	+566	New	+$16.7K	0.02%	524

Other funds holding FEM

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

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

PAG

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

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

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

HFS

HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Financial Gravity Companies's FEM Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in First Trust Emerging Markets AlphaDEX Fund (FEM) in Q4 2018: 566 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #527 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FEM as recently as Q1 2018.

Financial Gravity Companies first reported a position in FEM in Q1 2018 and has held it in 2 quarters since. The position peaked at $16K in Q1 2018. 99 funds tracked by Wall St. Rank hold FEM as of Q4 2018.

Financial Gravity Companies held 566 shares of First Trust Emerging Markets AlphaDEX Fund worth $14K as of Q4 2018.
First Trust Emerging Markets AlphaDEX Fund was a new Financial Gravity Companies position in Q4 2018.
First Trust Emerging Markets AlphaDEX Fund made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #527 holding.
Financial Gravity Companies first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2018 and has held it in 2 quarters since.
Financial Gravity Companies's First Trust Emerging Markets AlphaDEX Fund position peaked at $16K in Q1 2018.
99 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.