Leelyn Smith’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Leelyn Smith’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
2023 Q1	–	Sell	-397	Closed	-$8.35K	–	216
2022 Q4	$8.35K	Hold	397	–	–	﹤0.01%	336
2022 Q3	$7K	Hold	397	–	–	﹤0.01%	333
2022 Q2	$8K	Hold	397	–	–	﹤0.01%	304
2022 Q1	$10K	Hold	397	–	–	﹤0.01%	279
2021 Q4	$10K	Buy	+397	New	+$10.4K	﹤0.01%	291

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Leelyn Smith's FEM Position: Q1 2023 in Review

Leelyn Smith sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2023, closing a stake of 397 shares — an estimated $8.35K sold.

Leelyn Smith first reported a position in FEM in Q4 2021 and held it in 5 quarters. The position peaked at $10K in Q1 2022. 99 funds tracked by Wall St. Rank hold FEM as of Q1 2023.

Leelyn Smith reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 397 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2023, an estimated $8.35K.
Leelyn Smith first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2021 and held it in 5 quarters.
Leelyn Smith's First Trust Emerging Markets AlphaDEX Fund position peaked at $10K in Q1 2022.
99 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.