OneDigital Investment Advisors’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

OneDigital Investment Advisors’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
2020 Q3	–	Sell	-20,295	Closed	-$426K	–	680
2020 Q2	$426K	Sell	20,295 -13,695	-40%	-$272K	0.03%	347
2020 Q1	$598K	Sell	33,990 -507	-1%	-$11.9K	0.05%	257
2019 Q4	$916K	Buy	34,497 +1,705	+5%	+$42K	0.07%	204
2019 Q3	$772K	Buy	32,792 +2,146	+7%	+$51.8K	0.07%	207
2019 Q2	$772K	Buy	30,646 +3,000	+11%	+$73K	0.06%	186
2019 Q1	$692K	Buy	+27,646	New	+$686K	0.1%	140

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

OneDigital Investment Advisors's FEM Position: Q3 2020 in Review

OneDigital Investment Advisors sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q3 2020, closing a stake of 20,295 shares — an estimated $426K sold.

OneDigital Investment Advisors first reported a position in FEM in Q1 2019 and held it in 6 quarters. The position peaked at $916K in Q4 2019. 103 funds tracked by Wall St. Rank hold FEM as of Q3 2020.

OneDigital Investment Advisors reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
OneDigital Investment Advisors sold 20,295 First Trust Emerging Markets AlphaDEX Fund shares in Q3 2020, an estimated $426K.
OneDigital Investment Advisors first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2019 and held it in 6 quarters.
OneDigital Investment Advisors's First Trust Emerging Markets AlphaDEX Fund position peaked at $916K in Q4 2019.
103 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q3 2020.

Based on OneDigital Investment Advisors's 13F filing for Q3 2020, filed 9 Oct 2020.