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

Northwest 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
2019 Q2	–	Sell	-424	Closed	-$11K	–	234
2019 Q1	$11K	Hold	424	–	–	0.01%	337
2018 Q4	$10K	Hold	424	–	–	0.01%	326
2018 Q3	$11K	Hold	424	–	–	0.01%	345
2018 Q2	$11K	Hold	424	–	–	0.01%	336
2018 Q1	$12K	Buy	+424	New	+$12.5K	0.01%	335

Other funds holding FEM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJFSA

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

PAG

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Northwest Wealth Management's FEM Position: Q2 2019 in Review

Northwest Wealth Management sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q2 2019, closing a stake of 424 shares — an estimated $11K sold.

Northwest Wealth Management first reported a position in FEM in Q1 2018 and held it in 5 quarters. The position peaked at $12K in Q1 2018. 109 funds tracked by Wall St. Rank hold FEM as of Q2 2019.

Northwest Wealth Management reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 424 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2019, an estimated $11K.
Northwest Wealth Management first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's First Trust Emerging Markets AlphaDEX Fund position peaked at $12K in Q1 2018.
109 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.