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

IHT Wealth 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
2022 Q1	–	Sell	-7,993	Closed	-$209K	–	797
2021 Q4	$209K	Buy	7,993 +104	+1%	+$2.71K	0.02%	739
2021 Q3	$212K	Sell	7,889 -52	-0.7%	-$1.43K	0.02%	716
2021 Q2	$222K	Buy	7,941 +131	+2%	+$3.65K	0.01%	827
2021 Q1	$206K	Buy	+7,810	New	+$207K	0.01%	769
2020 Q2	–	Sell	-10,209	Closed	-$180K	–	599
2020 Q1	$180K	Buy	10,209 +198	+2%	+$4.66K	0.03%	488
2019 Q4	$266K	Sell	10,011 -5,468	-35%	-$135K	0.03%	481
2019 Q3	$364K	Sell	15,479 -3,481	-18%	-$84.1K	0.05%	380
2019 Q2	$478K	Buy	18,960 +9,144	+93%	+$223K	0.07%	293
2019 Q1	$246K	Buy	+9,816	New	+$243K	0.04%	407

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IHT Wealth Management's FEM Position: Q1 2022 in Review

IHT Wealth Management sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2022, closing a stake of 7,993 shares — an estimated $209K sold.

IHT Wealth Management first reported a position in FEM in Q1 2019 and held it in 9 quarters. The position peaked at $478K in Q2 2019. 107 funds tracked by Wall St. Rank hold FEM as of Q1 2022.

IHT Wealth Management reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
IHT Wealth Management sold 7,993 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2022, an estimated $209K.
IHT Wealth Management first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2019 and held it in 9 quarters.
IHT Wealth Management's First Trust Emerging Markets AlphaDEX Fund position peaked at $478K in Q2 2019.
107 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2022.

Based on IHT Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.