Laurel Wealth Advisors (California)’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	–	Sell	-25,573	Closed	-$602K	–	460
2019 Q3	$602K	Buy	25,573 +972	+4%	+$23.5K	0.1%	218
2019 Q2	$620K	Sell	24,601 -216	-0.9%	-$5.26K	0.14%	168
2019 Q1	$621K	Buy	24,817 +1	+0%	+$25	0.15%	154
2018 Q4	$566K	Sell	24,816 -299	-1%	-$7.01K	0.17%	144
2018 Q3	$629K	Sell	25,115 -2,252	-8%	-$57K	0.15%	147
2018 Q2	$707K	Buy	27,367 +8,075	+42%	+$227K	0.19%	123
2018 Q1	$565K	Sell	19,292 -1,800	-9%	-$53.2K	0.18%	136
2017 Q4	$588K	Buy	21,092 +11,100	+111%	+$303K	0.17%	150
2017 Q3	$273K	Buy	9,992 +600	+6%	+$15.6K	0.09%	238
2017 Q2	$219K	Buy	+9,392	New	+$215K	0.08%	264

Other funds holding FEM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Laurel Wealth Advisors (California)'s FEM Position: Q4 2019 in Review

Laurel Wealth Advisors (California) sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q4 2019, closing a stake of 25,573 shares — an estimated $602K sold.

Laurel Wealth Advisors (California) first reported a position in FEM in Q2 2017 and held it in 10 quarters. The position peaked at $707K in Q2 2018. 126 funds tracked by Wall St. Rank hold FEM as of Q4 2019.

Laurel Wealth Advisors (California) reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 25,573 First Trust Emerging Markets AlphaDEX Fund shares in Q4 2019, an estimated $602K.
Laurel Wealth Advisors (California) first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q2 2017 and held it in 10 quarters.
Laurel Wealth Advisors (California)'s First Trust Emerging Markets AlphaDEX Fund position peaked at $707K in Q2 2018.
126 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q4 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2019, filed 13 Feb 2020.