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

Lee Financial’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
2018
Q2 		– Sell
-100
Closed -$4K – 797
2018
Q1 		$4K Buy
+100
New +$4.51K ﹤0.01% 637

Other funds holding FEMS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lee Financial's FEMS Position: Q2 2018 in Review

Lee Financial sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q2 2018, closing a stake of 100 shares — an estimated $4K sold.

Lee Financial first reported a position in FEMS in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 65 funds tracked by Wall St. Rank hold FEMS as of Q2 2018.

  • Lee Financial reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
  • Lee Financial sold 100 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q2 2018, an estimated $4K.
  • Lee Financial first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q1 2018 and held it in 1 quarter.
  • Lee Financial's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $4K in Q1 2018.
  • 65 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q2 2018.

Based on Lee Financial's 13F filing for Q2 2018, filed 14 Aug 2018.