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Kowal Investment Group’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Kowal Investment 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
2021
Q4 		– Sell
-2,572
Closed -$69K – 399
2021
Q3 		$69K Buy
+2,572
New +$70.6K 0.02% 204

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
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
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
Jane Street
Jane Street New York $777B AUM 61.18% 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 $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Kowal Investment Group's FEM Position: Q4 2021 in Review

Kowal Investment Group sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q4 2021, closing a stake of 2,572 shares — an estimated $69K sold.

Kowal Investment Group first reported a position in FEM in Q3 2021 and held it in 1 quarter. The position peaked at $69K in Q3 2021. 111 funds tracked by Wall St. Rank hold FEM as of Q4 2021.

  • Kowal Investment Group reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 2,572 First Trust Emerging Markets AlphaDEX Fund shares in Q4 2021, an estimated $69K.
  • Kowal Investment Group first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's First Trust Emerging Markets AlphaDEX Fund position peaked at $69K in Q3 2021.
  • 111 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.