Pinnacle Family Advisors’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
10,242
+217
| +2% | +$5.33K | 0.12% | 113 |
|
|
2025
Q1 | $229K | Buy |
10,025
+609
| +6% | +$13.9K | 0.12% | 102 |
|
|
2024
Q4 | $207K | Buy |
9,416
+966
| +11% | +$21.3K | 0.1% | 112 |
|
|
2024
Q3 | $202K | Sell |
8,450
-311
| -4% | -$7.45K | 0.1% | 116 |
|
|
2024
Q2 | $210K | Sell |
8,761
-311
| -3% | -$7.45K | 0.12% | 104 |
|
|
2024
Q1 | $207K | Buy |
9,072
+17
| +0.2% | +$389 | 0.11% | 95 |
|
|
2023
Q4 | $200K | Buy |
+9,055
| New | +$200K | 0.12% | 93 |
|
|
2022
Q2 | – | Sell |
-8,146
| Closed | -$205K | – | 94 |
|
|
2022
Q1 | $205K | Sell |
8,146
-188
| -2% | -$4.73K | 0.11% | 114 |
|
|
2021
Q4 | $217K | Sell |
8,334
-2,017
| -19% | -$52.5K | 0.1% | 98 |
|
|
2021
Q3 | $279K | Sell |
10,351
-7,529
| -42% | -$203K | 0.12% | 106 |
|
|
2021
Q2 | $500K | Sell |
17,880
-54
| -0.3% | -$1.51K | 0.22% | 70 |
|
|
2021
Q1 | $473K | Buy |
17,934
+2,966
| +20% | +$78.2K | 0.25% | 66 |
|
|
2020
Q4 | $378K | Buy |
+14,968
| New | +$378K | 0.23% | 77 |
|
|
2018
Q3 | – | Sell |
-181,395
| Closed | -$4.69M | – | 67 |
|
|
2018
Q2 | $4.69M | Buy |
181,395
+164,080
| +948% | +$4.24M | 2.5% | 14 |
|
|
2018
Q1 | $507K | Sell |
17,315
-176,010
| -91% | -$5.15M | 0.29% | 46 |
|
|
2017
Q4 | $5.4M | Sell |
193,325
-44,990
| -19% | -$1.26M | 2.49% | 18 |
|
|
2017
Q3 | $6.52M | Sell |
238,315
-26,840
| -10% | -$734K | 3.07% | 14 |
|
|
2017
Q2 | $6.22M | Buy |
+265,155
| New | +$6.22M | 3.47% | 11 |
|