PRW Wealth Management’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

PRW Wealth Management’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 Q2	–	Sell	-511	Closed	-$13K	–	281
2019 Q1	$13K	Hold	511	–	–	0.01%	257
2018 Q4	$12K	Buy	+511	New	+$12K	0.01%	271

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

BTS

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

PRW Wealth Management's FEM Position: Q2 2019 in Review

PRW Wealth Management sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q2 2019, closing a stake of 511 shares — an estimated $13K sold.

PRW Wealth Management first reported a position in FEM in Q4 2018 and held it in 2 quarters. The position peaked at $13K in Q1 2019. 109 funds tracked by Wall St. Rank hold FEM as of Q2 2019.

PRW Wealth Management reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 511 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2019, an estimated $13K.
PRW Wealth Management first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's First Trust Emerging Markets AlphaDEX Fund position peaked at $13K in Q1 2019.
109 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.