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POM Investment Strategies’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

POM Investment Strategies’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
2025
Q1 		– Sell
-104
Closed -$3.92K – 263
2024
Q4 		$3.92K Hold
104
– – ﹤0.01% 236
2024
Q3 		$4.27K Hold
104
– – ﹤0.01% 183
2024
Q2 		$4.24K Sell
104
-648
-86% -$26K ﹤0.01% 235
2024
Q1 		$29.1K Sell
752
-1,095
-59% -$42K 0.02% 85
2023
Q4 		$71K Buy
+1,847
New +$68.9K 0.07% 51

Other funds holding FEMS

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

POM Investment Strategies's FEMS Position: Q1 2025 in Review

POM Investment Strategies sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q1 2025, closing a stake of 104 shares — an estimated $3.92K sold.

POM Investment Strategies first reported a position in FEMS in Q4 2023 and held it in 5 quarters. The position peaked at $71K in Q4 2023. 67 funds tracked by Wall St. Rank hold FEMS as of Q1 2025.

  • POM Investment Strategies reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • POM Investment Strategies sold 104 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q1 2025, an estimated $3.92K.
  • POM Investment Strategies first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q4 2023 and held it in 5 quarters.
  • POM Investment Strategies's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $71K in Q4 2023.
  • 67 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q1 2025.

Based on POM Investment Strategies's 13F filing for Q1 2025, filed 30 Apr 2025.