LMKC
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L.M. Kohn & Company’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

L.M. Kohn & Company’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
2024
Q3 		– Sell
-14,283
Closed -$342K – 293
2024
Q2 		$342K Buy
14,283
+1,155
+9% +$27.8K 0.09% 185
2024
Q1 		$300K Buy
+13,128
New +$297K 0.08% 203

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

L.M. Kohn & Company's FEM Position: Q3 2024 in Review

L.M. Kohn & Company sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q3 2024, closing a stake of 14,283 shares — an estimated $342K sold.

L.M. Kohn & Company first reported a position in FEM in Q1 2024 and held it in 2 quarters. The position peaked at $342K in Q2 2024. 111 funds tracked by Wall St. Rank hold FEM as of Q3 2024.

  • L.M. Kohn & Company reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • L.M. Kohn & Company sold 14,283 First Trust Emerging Markets AlphaDEX Fund shares in Q3 2024, an estimated $342K.
  • L.M. Kohn & Company first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2024 and held it in 2 quarters.
  • L.M. Kohn & Company's First Trust Emerging Markets AlphaDEX Fund position peaked at $342K in Q2 2024.
  • 111 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q3 2024.

Based on L.M. Kohn & Company's 13F filing for Q3 2024, filed 14 Nov 2024.