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Life Planning Partners’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

Life Planning Partners’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
2022
Q2 		– Sell
-89
Closed -$4K – 182
2022
Q1 		$4K Buy
+89
New +$3.57K ﹤0.01% 155

Other funds holding FEMS

6F
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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Ameraudi Asset Management New York $184M AUM 15.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Life Planning Partners's FEMS Position: Q2 2022 in Review

Life Planning Partners sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q2 2022, closing a stake of 89 shares — an estimated $4K sold.

Life Planning Partners first reported a position in FEMS in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 46 funds tracked by Wall St. Rank hold FEMS as of Q2 2022.

  • Life Planning Partners reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • Life Planning Partners sold 89 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q2 2022, an estimated $4K.
  • Life Planning Partners first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q1 2022 and held it in 1 quarter.
  • Life Planning Partners's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $4K in Q1 2022.
  • 46 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q2 2022.

Based on Life Planning Partners's 13F filing for Q2 2022, filed 20 Jul 2022.