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Kowal Investment Group’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

Kowal Investment Group’s Portfolio FEMS Stock Details FEMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,556
Closed -$108K – 400
2021
Q3 		$108K Buy
+2,556
New +$114K 0.03% 141

Other funds holding FEMS

G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Ameraudi Asset Management New York $184M AUM 15.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

Kowal Investment Group sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q4 2021, closing a stake of 2,556 shares — an estimated $108K sold.

Kowal Investment Group first reported a position in FEMS in Q3 2021 and held it in 1 quarter. The position peaked at $108K in Q3 2021. 55 funds tracked by Wall St. Rank hold FEMS as of Q4 2021.

  • Kowal Investment Group reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 2,556 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q4 2021, an estimated $108K.
  • Kowal Investment Group first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $108K in Q3 2021.
  • 55 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q4 2021.

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