Hochman Cole Investment Advisors’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Hochman Cole Investment Advisors’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 Q3	$312K	Sell	11,586 -6,775	-37%	-$186K	0.12%	104
2021 Q2	$514K	Buy	18,361 +281	+2%	+$7.83K	0.21%	75
2021 Q1	$477K	Buy	+18,080	New	+$479K	0.2%	78
2020 Q1	–	Sell	-11,901	Closed	-$316K	–	108
2019 Q4	$316K	Sell	11,901 -5,035	-30%	-$124K	0.17%	87
2019 Q3	$399K	Sell	16,936 -513	-3%	-$12.4K	0.25%	71
2019 Q2	$440K	Sell	17,449 -2,293	-12%	-$55.8K	0.26%	72
2019 Q1	$494K	Hold	19,742	–	–	0.29%	67
2018 Q4	$451K	Buy	+19,742	New	+$463K	0.31%	65

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

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

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

PAG

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

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

EWM

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

RJFSA

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

Hochman Cole Investment Advisors's FEM Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 37% in Q3 2021, selling an estimated $186K and leaving 11,586 shares worth $312K. The position accounts for 0.12% of the portfolio, ranked #104.

Hochman Cole Investment Advisors first reported a position in FEM in Q4 2018 and has held it in 8 quarters since. The position peaked at $514K in Q2 2021. 107 funds tracked by Wall St. Rank hold FEM as of Q3 2021.

Hochman Cole Investment Advisors held 11,586 shares of First Trust Emerging Markets AlphaDEX Fund worth $312K as of Q3 2021.
Hochman Cole Investment Advisors sold 6,775 First Trust Emerging Markets AlphaDEX Fund shares in Q3 2021, an estimated $186K.
First Trust Emerging Markets AlphaDEX Fund made up 0.12% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #104 holding.
Hochman Cole Investment Advisors first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2018 and has held it in 8 quarters since.
Hochman Cole Investment Advisors's First Trust Emerging Markets AlphaDEX Fund position peaked at $514K in Q2 2021.
107 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.