Keystone Financial Group (Kentucky)’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Keystone Financial Group (Kentucky)’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 Q1	–	Sell	-10,084	Closed	-$268K	–	221
2019 Q4	$268K	Sell	10,084 -14,437	-59%	-$355K	0.07%	197
2019 Q3	$577K	Sell	24,521 -16,845	-41%	-$407K	0.18%	110
2019 Q2	$1.04M	Buy	41,366 +4,598	+13%	+$112K	0.34%	74
2019 Q1	$920K	Buy	36,768 +3,516	+11%	+$87.2K	0.33%	82
2018 Q4	$759K	Buy	33,252 +11,134	+50%	+$261K	0.34%	78
2018 Q3	$555K	Buy	22,118 +4,997	+29%	+$126K	0.23%	110
2018 Q2	$436K	Buy	17,121 +9,154	+115%	+$258K	0.24%	96
2018 Q1	$231K	Buy	+7,967	New	+$235K	0.13%	134

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

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s FEM Position: Q1 2020 in Review

Keystone Financial Group (Kentucky) sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2020, closing a stake of 10,084 shares — an estimated $268K sold.

Keystone Financial Group (Kentucky) first reported a position in FEM in Q1 2018 and held it in 8 quarters. The position peaked at $1.04M in Q2 2019. 107 funds tracked by Wall St. Rank hold FEM as of Q1 2020.

Keystone Financial Group (Kentucky) reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 10,084 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2020, an estimated $268K.
Keystone Financial Group (Kentucky) first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2018 and held it in 8 quarters.
Keystone Financial Group (Kentucky)'s First Trust Emerging Markets AlphaDEX Fund position peaked at $1.04M in Q2 2019.
107 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2020.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2020, filed 5 May 2020.