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Kore Private Wealth’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Kore Private Wealth’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
2019
Q1 		– Sell
-57
Closed -$1K – 923
2018
Q4 		$1K Buy
+57
New +$1.34K ﹤0.01% 830

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada
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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Kore Private Wealth's FEM Position: Q1 2019 in Review

Kore Private Wealth sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2019, closing a stake of 57 shares — an estimated $1K sold.

Kore Private Wealth first reported a position in FEM in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 110 funds tracked by Wall St. Rank hold FEM as of Q1 2019.

  • Kore Private Wealth reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
  • Kore Private Wealth sold 57 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2019, an estimated $1K.
  • Kore Private Wealth first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2018 and held it in 1 quarter.
  • Kore Private Wealth's First Trust Emerging Markets AlphaDEX Fund position peaked at $1K in Q4 2018.
  • 110 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2019.

Based on Kore Private Wealth's 13F filing for Q1 2019, filed 16 May 2019.