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Plante Moran Financial Advisors’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Plante Moran Financial Advisors’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
2019
Q3 		– Sell
-558
Closed -$14K – 863
2019
Q2 		$14K Buy
+558
New +$13.6K ﹤0.01% 524

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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Plante Moran Financial Advisors's FEM Position: Q3 2019 in Review

Plante Moran Financial Advisors sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q3 2019, closing a stake of 558 shares — an estimated $14K sold.

Plante Moran Financial Advisors first reported a position in FEM in Q2 2019 and held it in 1 quarter. The position peaked at $14K in Q2 2019. 104 funds tracked by Wall St. Rank hold FEM as of Q3 2019.

  • Plante Moran Financial Advisors reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 558 First Trust Emerging Markets AlphaDEX Fund shares in Q3 2019, an estimated $14K.
  • Plante Moran Financial Advisors first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q2 2019 and held it in 1 quarter.
  • Plante Moran Financial Advisors's First Trust Emerging Markets AlphaDEX Fund position peaked at $14K in Q2 2019.
  • 104 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q3 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.