Larson Financial Group’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

Larson Financial 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
2020 Q4	–	Sell	-58	Closed	-$2K	–	784
2020 Q3	$2K	Sell	58 -2	-3%	-$70	﹤0.01%	597
2020 Q2	$2K	Sell	60 -14	-19%	-$410	﹤0.01%	557
2020 Q1	$2K	Buy	74 +17	+30%	+$588	﹤0.01%	430
2019 Q4	$2K	Buy	+57	New	+$2.07K	﹤0.01%	447

Other funds holding FEMS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Larson Financial Group's FEMS Position: Q4 2020 in Review

Larson Financial Group sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q4 2020, closing a stake of 58 shares — an estimated $2K sold.

Larson Financial Group first reported a position in FEMS in Q4 2019 and held it in 4 quarters. The position peaked at $2K in Q3 2020. 42 funds tracked by Wall St. Rank hold FEMS as of Q4 2020.

Larson Financial Group reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
Larson Financial Group sold 58 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q4 2020, an estimated $2K.
Larson Financial Group first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q4 2019 and held it in 4 quarters.
Larson Financial Group's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $2K in Q3 2020.
42 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q4 2020.

Based on Larson Financial Group's 13F filing for Q4 2020, filed 14 Jan 2021.