MGO Private Wealth’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

MGO Private Wealth’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
2023 Q1	–	Sell	-8,207	Closed	-$320K	–	80
2022 Q4	$320K	Sell	8,207 -670	-8%	-$24.1K	0.15%	90
2022 Q3	$283K	Buy	+8,877	New	+$306K	0.13%	97

Other funds holding FEMS

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

RJFSA

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

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

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

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

MGO Private Wealth's FEMS Position: Q1 2023 in Review

MGO Private Wealth sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q1 2023, closing a stake of 8,207 shares — an estimated $320K sold.

MGO Private Wealth first reported a position in FEMS in Q3 2022 and held it in 2 quarters. The position peaked at $320K in Q4 2022. 73 funds tracked by Wall St. Rank hold FEMS as of Q1 2023.

MGO Private Wealth reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
MGO Private Wealth sold 8,207 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q1 2023, an estimated $320K.
MGO Private Wealth first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q3 2022 and held it in 2 quarters.
MGO Private Wealth's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $320K in Q4 2022.
73 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.