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Paloma Partners’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Paloma Partners’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
2018
Q4 		– Sell
-10,798
Closed -$271K – 1423
2018
Q3 		$271K Buy
+10,798
New +$273K ﹤0.01% 1265

Other funds holding FEM

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Paloma Partners's FEM Position: Q4 2018 in Review

Paloma Partners sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q4 2018, closing a stake of 10,798 shares — an estimated $271K sold.

Paloma Partners first reported a position in FEM in Q3 2018 and held it in 1 quarter. The position peaked at $271K in Q3 2018. 99 funds tracked by Wall St. Rank hold FEM as of Q4 2018.

  • Paloma Partners reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
  • Paloma Partners sold 10,798 First Trust Emerging Markets AlphaDEX Fund shares in Q4 2018, an estimated $271K.
  • Paloma Partners first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q3 2018 and held it in 1 quarter.
  • Paloma Partners's First Trust Emerging Markets AlphaDEX Fund position peaked at $271K in Q3 2018.
  • 99 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q4 2018.

Based on Paloma Partners's 13F filing for Q4 2018, filed 14 Feb 2019.