Financial Partners Group (Kansas)’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

Financial Partners Group (Kansas)’s Portfolio FEMS Stock Details FEMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-50,412	Closed	-$1.88M	–	165
2023 Q1	$1.88M	Buy	50,412 +738	+1%	+$28.4K	0.42%	39
2022 Q4	$1.88M	Buy	+49,674	New	+$1.78M	0.41%	40

Other funds holding FEMS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

Financial Partners Group (Kansas)'s FEMS Position: Q2 2023 in Review

Financial Partners Group (Kansas) sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q2 2023, closing a stake of 50,412 shares — an estimated $1.88M sold.

Financial Partners Group (Kansas) first reported a position in FEMS in Q4 2022 and held it in 2 quarters. The position peaked at $1.88M in Q4 2022. 69 funds tracked by Wall St. Rank hold FEMS as of Q2 2023.

Financial Partners Group (Kansas) reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
Financial Partners Group (Kansas) sold 50,412 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q2 2023, an estimated $1.88M.
Financial Partners Group (Kansas) first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q4 2022 and held it in 2 quarters.
Financial Partners Group (Kansas)'s First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $1.88M in Q4 2022.
69 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q2 2023.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2023, filed 8 Aug 2023.