MWM
FEM icon

Modera Wealth Management’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Modera Wealth Management’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
Q3 		– Sell
-10,165
Closed -$243K – 613
2024
Q2 		$243K Buy
+10,165
New +$244K ﹤0.01% 509

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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Modera Wealth Management's FEM Position: Q3 2024 in Review

Modera Wealth Management sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q3 2024, closing a stake of 10,165 shares — an estimated $243K sold.

Modera Wealth Management first reported a position in FEM in Q2 2024 and held it in 1 quarter. The position peaked at $243K in Q2 2024. 111 funds tracked by Wall St. Rank hold FEM as of Q3 2024.

  • Modera Wealth Management reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • Modera Wealth Management sold 10,165 First Trust Emerging Markets AlphaDEX Fund shares in Q3 2024, an estimated $243K.
  • Modera Wealth Management first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q2 2024 and held it in 1 quarter.
  • Modera Wealth Management's First Trust Emerging Markets AlphaDEX Fund position peaked at $243K in Q2 2024.
  • 111 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q3 2024.

Based on Modera Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.