Golden State Equity Partners’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Golden State Equity Partners’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
2025 Q1	–	Sell	-36,041	Closed	-$794K	–	446
2024 Q4	$794K	Buy	+36,041	New	+$822K	0.15%	162
2024 Q3	–	Sell	-27,487	Closed	-$658K	–	844
2024 Q2	$658K	Buy	+27,487	New	+$661K	0.14%	166
2023 Q4	$390K	Buy	+17,643	New	+$369K	0.09%	229

Other funds holding FEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Golden State Equity Partners's FEM Position: Q1 2025 in Review

Golden State Equity Partners sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2025, closing a stake of 36,041 shares — an estimated $794K sold.

Golden State Equity Partners first reported a position in FEM in Q4 2023 and held it in 3 quarters. The position peaked at $794K in Q4 2024. 100 funds tracked by Wall St. Rank hold FEM as of Q1 2025.

Golden State Equity Partners reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
Golden State Equity Partners sold 36,041 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2025, an estimated $794K.
Golden State Equity Partners first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2023 and held it in 3 quarters.
Golden State Equity Partners's First Trust Emerging Markets AlphaDEX Fund position peaked at $794K in Q4 2024.
100 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2025.

Based on Golden State Equity Partners's 13F filing for Q1 2025, filed 23 Apr 2025.