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

Pin Oak 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
2019
Q3 		– Sell
-880
Closed -$31K – 430
2019
Q2 		$31K Buy
+880
New +$30.4K 0.02% 233

Other funds holding FEMS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Pin Oak Investment Advisors's FEMS Position: Q3 2019 in Review

Pin Oak Investment Advisors sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q3 2019, closing a stake of 880 shares — an estimated $31K sold.

Pin Oak Investment Advisors first reported a position in FEMS in Q2 2019 and held it in 1 quarter. The position peaked at $31K in Q2 2019. 51 funds tracked by Wall St. Rank hold FEMS as of Q3 2019.

  • Pin Oak Investment Advisors reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 880 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q3 2019, an estimated $31K.
  • Pin Oak Investment Advisors first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q2 2019 and held it in 1 quarter.
  • Pin Oak Investment Advisors's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $31K in Q2 2019.
  • 51 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q3 2019.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2019, filed 15 Nov 2019.