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

GeoWealth 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
Q4 		– Sell
-12,200
Closed -$292K – 1825
2024
Q3 		$292K Buy
12,200
+969
+9% +$22.6K 0.01% 614
2024
Q2 		$269K Buy
11,231
+1,342
+14% +$32.2K 0.01% 613
2024
Q1 		$226K Buy
+9,889
New +$224K 0.01% 645

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return

GeoWealth Management's FEM Position: Q4 2024 in Review

GeoWealth Management sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q4 2024, closing a stake of 12,200 shares — an estimated $292K sold.

GeoWealth Management first reported a position in FEM in Q1 2024 and held it in 3 quarters. The position peaked at $292K in Q3 2024. 112 funds tracked by Wall St. Rank hold FEM as of Q4 2024.

  • GeoWealth Management reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 12,200 First Trust Emerging Markets AlphaDEX Fund shares in Q4 2024, an estimated $292K.
  • GeoWealth Management first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2024 and held it in 3 quarters.
  • GeoWealth Management's First Trust Emerging Markets AlphaDEX Fund position peaked at $292K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.