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Optimum Investment Advisors’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

Optimum Investment 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
2022
Q2 		– Sell
-221
Closed -$9K – 854
2022
Q1 		$9K Buy
+221
New +$8.86K ﹤0.01% 658

Other funds holding FEMS

6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Ameraudi Asset Management New York $184M AUM 15.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Optimum Investment Advisors's FEMS Position: Q2 2022 in Review

Optimum Investment Advisors sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q2 2022, closing a stake of 221 shares — an estimated $9K sold.

Optimum Investment Advisors first reported a position in FEMS in Q1 2022 and held it in 1 quarter. The position peaked at $9K in Q1 2022. 46 funds tracked by Wall St. Rank hold FEMS as of Q2 2022.

  • Optimum Investment Advisors reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 221 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q2 2022, an estimated $9K.
  • Optimum Investment Advisors first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q1 2022 and held it in 1 quarter.
  • Optimum Investment Advisors's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $9K in Q1 2022.
  • 46 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q2 2022.

Based on Optimum Investment Advisors's 13F filing for Q2 2022, filed 12 Jul 2022.