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International Assets Investment Management’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

International Assets Investment 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
2024
Q4 		– Sell
-17,684
Closed -$828K – 1158
2024
Q3 		$828K Buy
17,684
+13,395
+312% +$313K 0.07% 240
2024
Q2 		$103K Buy
+4,289
New +$103K 0.01% 939

Other funds holding FEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

International Assets Investment Management's FEM Position: Q4 2024 in Review

International Assets Investment Management sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q4 2024, closing a stake of 17,684 shares — an estimated $828K sold.

International Assets Investment Management first reported a position in FEM in Q2 2024 and held it in 2 quarters. The position peaked at $828K in Q3 2024. 112 funds tracked by Wall St. Rank hold FEM as of Q4 2024.

  • International Assets Investment Management reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 17,684 First Trust Emerging Markets AlphaDEX Fund shares in Q4 2024, an estimated $828K.
  • International Assets Investment Management first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q2 2024 and held it in 2 quarters.
  • International Assets Investment Management's First Trust Emerging Markets AlphaDEX Fund position peaked at $828K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.