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Patriot Financial Group Insurance Agency’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Patriot Financial Group Insurance Agency’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
2024
Q4 		– Sell
-14,915
Closed -$357K – 497
2024
Q3 		$357K Sell
14,915
-13
-0.1% -$304 0.05% 347
2024
Q2 		$357K Buy
14,928
+778
+5% +$18.7K 0.05% 325
2024
Q1 		$324K Buy
14,150
+2,250
+19% +$50.9K 0.05% 347
2023
Q4 		$263K Buy
+11,900
New +$249K 0.05% 366
2022
Q3 		– Sell
-194
Closed -$4K – 917
2022
Q2 		$4K Hold
194
– – ﹤0.01% 1540
2022
Q1 		$5K Hold
194
– – ﹤0.01% 1598
2021
Q4 		$5K Hold
194
– – ﹤0.01% 1703
2021
Q3 		$5K Hold
194
– – ﹤0.01% 1689
2021
Q2 		$5K Hold
194
– – ﹤0.01% 1647
2021
Q1 		$5K Sell
194
-4
-2% -$106 ﹤0.01% 1547
2020
Q4 		$5K Buy
198
+5
+3% +$115 ﹤0.01% 1424
2020
Q3 		$4K Hold
193
– – ﹤0.01% 1277
2020
Q2 		$4K Sell
193
-66
-25% -$1.31K ﹤0.01% 1224
2020
Q1 		$5K Buy
259
+183
+241% +$4.3K ﹤0.01% 1061
2019
Q4 		$2K Buy
76
+1
+1% +$25 ﹤0.01% 1112
2019
Q3 		$2K Hold
75
– – ﹤0.01% 1079
2019
Q2 		$2K Buy
75
+21
+39% +$511 ﹤0.01% 1104
2019
Q1 		$1K Hold
54
– – ﹤0.01% 1106
2018
Q4 		$1K Hold
54
– – ﹤0.01% 892
2018
Q3 		$1K Hold
54
– – ﹤0.01% 900
2018
Q2 		$1K Sell
54
-96
-64% -$2.7K ﹤0.01% 552
2018
Q1 		$4K Buy
+150
New +$4.43K ﹤0.01% 769

Other funds holding FEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FEM Position: Q4 2024 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q4 2024, closing a stake of 14,915 shares — an estimated $357K sold.

Patriot Financial Group Insurance Agency first reported a position in FEM in Q1 2018 and held it in 22 quarters. The position peaked at $357K in Q2 2024. 112 funds tracked by Wall St. Rank hold FEM as of Q4 2024.

  • Patriot Financial Group Insurance Agency reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 14,915 First Trust Emerging Markets AlphaDEX Fund shares in Q4 2024, an estimated $357K.
  • Patriot Financial Group Insurance Agency first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2018 and held it in 22 quarters.
  • Patriot Financial Group Insurance Agency's First Trust Emerging Markets AlphaDEX Fund position peaked at $357K in Q2 2024.
  • 112 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q4 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2024, filed 22 Jan 2025.