Independent Portfolio Consultants’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$7K	Buy	+300	New	+$6.87K	﹤0.01%	749
2014 Q3	–	Sell	-6,100	Closed	-$154K	–	872
2014 Q2	$154K	Buy	+6,100	New	+$149K	0.04%	481

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

Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

HFS

HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

PFA

Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Independent Portfolio Consultants's FEM Position: Q2 2017 in Review

Independent Portfolio Consultants opened a new position in First Trust Emerging Markets AlphaDEX Fund (FEM) in Q2 2017: 300 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #749 among its holdings. This is a return to the name: Independent Portfolio Consultants previously reported a position in FEM as recently as Q2 2014.

Independent Portfolio Consultants first reported a position in FEM in Q2 2014 and has held it in 2 quarters since. The position peaked at $154K in Q2 2014. 61 funds tracked by Wall St. Rank hold FEM as of Q2 2017.

Independent Portfolio Consultants held 300 shares of First Trust Emerging Markets AlphaDEX Fund worth $7K as of Q2 2017.
First Trust Emerging Markets AlphaDEX Fund was a new Independent Portfolio Consultants position in Q2 2017.
First Trust Emerging Markets AlphaDEX Fund made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #749 holding.
Independent Portfolio Consultants first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q2 2014 and has held it in 2 quarters since.
Independent Portfolio Consultants's First Trust Emerging Markets AlphaDEX Fund position peaked at $154K in Q2 2014.
61 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.