HM Payson & Co’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

HM Payson & Co’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
2020 Q1	–	Sell	-500	Closed	-$13K	–	917
2019 Q4	$13K	Hold	500	–	–	﹤0.01%	780
2019 Q3	$12K	Hold	500	–	–	﹤0.01%	792
2019 Q2	$13K	Buy	+500	New	+$12.2K	﹤0.01%	784

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

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

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

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

RJFSA

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

PAG

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

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

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

HM Payson & Co's FEM Position: Q1 2020 in Review

HM Payson & Co sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2020, closing a stake of 500 shares — an estimated $13K sold.

HM Payson & Co first reported a position in FEM in Q2 2019 and held it in 3 quarters. The position peaked at $13K in Q4 2019. 107 funds tracked by Wall St. Rank hold FEM as of Q1 2020.

HM Payson & Co reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
HM Payson & Co sold 500 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2020, an estimated $13K.
HM Payson & Co first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q2 2019 and held it in 3 quarters.
HM Payson & Co's First Trust Emerging Markets AlphaDEX Fund position peaked at $13K in Q4 2019.
107 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2020.

Based on HM Payson & Co's 13F filing for Q1 2020, filed 1 Jul 2020.