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Independent Financial Group’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

Independent Financial Group’s Portfolio FEMS Stock Details FEMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-295,428
Closed -$7.38M – 488
2020
Q1 		$7.38M Buy
+295,428
New +$10.2M 2.17% 5

Other funds holding FEMS

AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Independent Financial Group's FEMS Position: Q2 2020 in Review

Independent Financial Group sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q2 2020, closing a stake of 295,428 shares — an estimated $7.38M sold.

Independent Financial Group first reported a position in FEMS in Q1 2020 and held it in 1 quarter. The position peaked at $7.38M in Q1 2020. 42 funds tracked by Wall St. Rank hold FEMS as of Q2 2020.

  • Independent Financial Group reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
  • Independent Financial Group sold 295,428 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q2 2020, an estimated $7.38M.
  • Independent Financial Group first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q1 2020 and held it in 1 quarter.
  • Independent Financial Group's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $7.38M in Q1 2020.
  • 42 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q2 2020.

Based on Independent Financial Group's 13F filing for Q2 2020, filed 15 Jun 2026.