OWA
FEMS icon

Opal Wealth Advisors’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

Opal Wealth Advisors’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
2024
Q3 		– Sell
-530
Closed -$21.5K – 534
2024
Q2 		$21.5K Buy
+530
New +$21.3K 0.01% 493

Other funds holding FEMS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Opal Wealth Advisors's FEMS Position: Q3 2024 in Review

Opal Wealth Advisors sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q3 2024, closing a stake of 530 shares — an estimated $21.5K sold.

Opal Wealth Advisors first reported a position in FEMS in Q2 2024 and held it in 1 quarter. The position peaked at $21.5K in Q2 2024. 73 funds tracked by Wall St. Rank hold FEMS as of Q3 2024.

  • Opal Wealth Advisors reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 530 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q3 2024, an estimated $21.5K.
  • Opal Wealth Advisors first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $21.5K in Q2 2024.
  • 73 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.