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Investors Financial Group’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Investors Financial Group’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
2020
Q4 		– Sell
-11,882
Closed -$257K – 166
2020
Q3 		$257K Sell
11,882
-4
-0% -$91 0.19% 120
2020
Q2 		$249K Buy
+11,886
New +$236K 0.2% 119

Other funds holding FEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Investors Financial Group's FEM Position: Q4 2020 in Review

Investors Financial Group sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q4 2020, closing a stake of 11,882 shares — an estimated $257K sold.

Investors Financial Group first reported a position in FEM in Q2 2020 and held it in 2 quarters. The position peaked at $257K in Q3 2020. 111 funds tracked by Wall St. Rank hold FEM as of Q4 2020.

  • Investors Financial Group reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
  • Investors Financial Group sold 11,882 First Trust Emerging Markets AlphaDEX Fund shares in Q4 2020, an estimated $257K.
  • Investors Financial Group first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q2 2020 and held it in 2 quarters.
  • Investors Financial Group's First Trust Emerging Markets AlphaDEX Fund position peaked at $257K in Q3 2020.
  • 111 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q4 2020.

Based on Investors Financial Group's 13F filing for Q4 2020, filed 19 Jan 2021.