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National Planning Corporation’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-6,085
Closed -$252K – 222
2017
Q3 		$252K Buy
+6,085
New +$246K 0.02% 566

Other funds holding FEMS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

National Planning Corporation's FEMS Position: Q4 2017 in Review

National Planning Corporation sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q4 2017, closing a stake of 6,085 shares — an estimated $252K sold.

National Planning Corporation first reported a position in FEMS in Q3 2017 and held it in 1 quarter. The position peaked at $252K in Q3 2017. 44 funds tracked by Wall St. Rank hold FEMS as of Q4 2017.

  • National Planning Corporation reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 6,085 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q4 2017, an estimated $252K.
  • National Planning Corporation first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q3 2017 and held it in 1 quarter.
  • National Planning Corporation's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $252K in Q3 2017.
  • 44 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.