Money Concepts Capital’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

Money Concepts Capital’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	-226	Closed	-$8.8K	–	1295
2022 Q4	$8.8K	Buy	+226	New	+$8.12K	﹤0.01%	2078
2022 Q2	–	Sell	-226	Closed	-$9K	–	1824
2022 Q1	$9K	Buy	+226	New	+$9.06K	﹤0.01%	1975
2021 Q1	$17K	Buy	+387	New	+$16.7K	﹤0.01%	631

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

Money Concepts Capital's FEMS Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q1 2023, closing a stake of 226 shares — an estimated $8.8K sold.

Money Concepts Capital first reported a position in FEMS in Q1 2021 and held it in 3 quarters. The position peaked at $17K in Q1 2021. 73 funds tracked by Wall St. Rank hold FEMS as of Q1 2023.

Money Concepts Capital reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 226 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q1 2023, an estimated $8.8K.
Money Concepts Capital first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q1 2021 and held it in 3 quarters.
Money Concepts Capital's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $17K in Q1 2021.
73 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.