Private Advisory Group’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Private Advisory Group’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
2017 Q2	–	Sell	-22,971	Closed	-$525K	–	135
2017 Q1	$525K	Buy	+22,971	New	+$514K	0.35%	86

Other funds holding FEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HFS

HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

PFA

Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Private Advisory Group's FEM Position: Q2 2017 in Review

Private Advisory Group sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q2 2017, closing a stake of 22,971 shares — an estimated $525K sold.

Private Advisory Group first reported a position in FEM in Q1 2017 and held it in 1 quarter. The position peaked at $525K in Q1 2017. 61 funds tracked by Wall St. Rank hold FEM as of Q2 2017.

Private Advisory Group reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
Private Advisory Group sold 22,971 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2017, an estimated $525K.
Private Advisory Group first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2017 and held it in 1 quarter.
Private Advisory Group's First Trust Emerging Markets AlphaDEX Fund position peaked at $525K in Q1 2017.
61 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2017.

Based on Private Advisory Group's 13F filing for Q2 2017, filed 15 Aug 2017.