Freedom Investment Management’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Freedom Investment 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
2021 Q4	–	Sell	-7,717	Closed	-$208K	–	873
2021 Q3	$208K	Sell	7,717 -241	-3%	-$6.62K	0.02%	757
2021 Q2	$223K	Buy	+7,958	New	+$222K	0.02%	791
2021 Q1	–	Sell	-16,017	Closed	-$405K	–	868
2020 Q4	$405K	Sell	16,017 -2,566	-14%	-$59.2K	0.04%	394
2020 Q3	$402K	Sell	18,583 -2,878	-13%	-$65.5K	0.04%	337
2020 Q2	$450K	Sell	21,461 -525	-2%	-$10.4K	0.05%	296
2020 Q1	$556K	Buy	21,986 +4,188	+24%	+$98.5K	0.05%	314
2019 Q4	$472K	Sell	17,798 -2,237	-11%	-$55K	0.04%	359
2019 Q3	$472K	Sell	20,035 -4,963	-20%	-$120K	0.04%	371
2019 Q2	$630K	Sell	24,998 -1,380	-5%	-$33.6K	0.05%	311
2019 Q1	$660K	Buy	+26,378	New	+$654K	0.05%	314
2015 Q4	–	Sell	-30,912	Closed	-$552K	–	784
2015 Q3	$552K	Buy	30,912 +21,805	+239%	+$437K	0.06%	294
2015 Q2	$209K	Buy	+9,107	New	+$222K	0.02%	625

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EWM

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

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

Freedom Investment Management's FEM Position: Q4 2021 in Review

Freedom Investment Management sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q4 2021, closing a stake of 7,717 shares — an estimated $208K sold.

Freedom Investment Management first reported a position in FEM in Q2 2015 and held it in 12 quarters. The position peaked at $660K in Q1 2019. 111 funds tracked by Wall St. Rank hold FEM as of Q4 2021.

Freedom Investment Management reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
Freedom Investment Management sold 7,717 First Trust Emerging Markets AlphaDEX Fund shares in Q4 2021, an estimated $208K.
Freedom Investment Management first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q2 2015 and held it in 12 quarters.
Freedom Investment Management's First Trust Emerging Markets AlphaDEX Fund position peaked at $660K in Q1 2019.
111 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q4 2021.

Based on Freedom Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.