MIFH
FEM icon

Migdal Insurance & Financial Holdings’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Migdal Insurance & Financial Holdings’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
2024
Q1 		– Sell
-255
Closed -$6K – 406
2023
Q4 		$6K Hold
255
– – ﹤0.01% 446
2023
Q3 		$5K Hold
255
– – ﹤0.01% 453
2023
Q2 		$5K Hold
255
– – ﹤0.01% 433
2023
Q1 		$5K Hold
255
– – ﹤0.01% 483
2022
Q4 		$5K Hold
255
– – ﹤0.01% 481
2022
Q3 		$5K Hold
255
– – ﹤0.01% 473
2022
Q2 		$5K Hold
255
– – ﹤0.01% 570
2022
Q1 		$6K Sell
255
-3,750
-94% -$96.6K ﹤0.01% 568
2021
Q4 		$104K Buy
4,005
+3,750
+1,471% +$97.9K ﹤0.01% 357
2021
Q3 		$7K Sell
255
-745
-75% -$20.5K ﹤0.01% 619
2021
Q2 		$28K Hold
1,000
– – ﹤0.01% 497
2021
Q1 		$26K Hold
1,000
– – ﹤0.01% 595
2020
Q4 		$25K Hold
1,000
– – ﹤0.01% 584
2020
Q3 		$22K Hold
1,000
– – ﹤0.01% 611
2020
Q2 		$21K Hold
1,000
– – ﹤0.01% 602
2020
Q1 		$18K Hold
1,000
– – ﹤0.01% 568
2019
Q4 		$27K Hold
1,000
– – ﹤0.01% 665
2019
Q3 		$23K Hold
1,000
– – ﹤0.01% 645
2019
Q2 		$25K Sell
1,000
-680
-40% -$16.6K ﹤0.01% 667
2019
Q1 		$42K Sell
1,680
-1,655
-50% -$41K ﹤0.01% 579
2018
Q4 		$76K Hold
3,335
– – ﹤0.01% 510
2018
Q3 		$84K Sell
3,335
-118,013
-97% -$2.99M ﹤0.01% 611
2018
Q2 		$3.14M Sell
121,348
-13,780
-10% -$388K 0.07% 173
2018
Q1 		$3.96M Sell
135,128
-122,115
-47% -$3.61M 0.09% 152
2017
Q4 		$7.18M Buy
257,243
+20,177
+9% +$551K 0.18% 95
2017
Q3 		$6.4M Buy
237,066
+73,931
+45% +$1.92M 0.15% 102
2017
Q2 		$3.82M Sell
163,135
-3,561
-2% -$81.5K 0.09% 117
2017
Q1 		$3.82M Buy
+166,696
New +$3.73M 0.09% 112

Other funds holding FEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Migdal Insurance & Financial Holdings's FEM Position: Q1 2024 in Review

Migdal Insurance & Financial Holdings sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2024, closing a stake of 255 shares — an estimated $6K sold.

Migdal Insurance & Financial Holdings first reported a position in FEM in Q1 2017 and held it in 28 quarters. The position peaked at $7.18M in Q4 2017. 111 funds tracked by Wall St. Rank hold FEM as of Q1 2024.

  • Migdal Insurance & Financial Holdings reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 255 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2024, an estimated $6K.
  • Migdal Insurance & Financial Holdings first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2017 and held it in 28 quarters.
  • Migdal Insurance & Financial Holdings's First Trust Emerging Markets AlphaDEX Fund position peaked at $7.18M in Q4 2017.
  • 111 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2024, filed 1 May 2024.