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Regal Investment Advisors’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Regal Investment 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
2020
Q1 		– Sell
-10,197
Closed -$271K – 110
2019
Q4 		$271K Buy
10,197
+32
+0.3% +$787 0.05% 275
2019
Q3 		$239K Sell
10,165
-115
-1% -$2.78K 0.05% 278
2019
Q2 		$259K Buy
10,280
+52
+0.5% +$1.27K 0.05% 269
2019
Q1 		$256K Buy
10,228
+5
+0% +$124 0.05% 262
2018
Q4 		$233K Buy
10,223
+7
+0.1% +$164 0.05% 284
2018
Q3 		$256K Sell
10,216
-363
-3% -$9.19K 0.05% 264
2018
Q2 		$274K Sell
10,579
-986
-9% -$27.7K 0.08% 220
2018
Q1 		$339K Sell
11,565
-1,197
-9% -$35.4K 0.07% 215
2017
Q4 		$356K Sell
12,762
-29,387
-70% -$803K 0.08% 209
2017
Q3 		$1.15M Sell
42,149
-1,386
-3% -$36K 0.27% 110
2017
Q2 		$1.02M Sell
43,535
-8,120
-16% -$186K 0.25% 112
2017
Q1 		$1.18M Buy
51,655
+9,803
+23% +$219K 0.31% 96
2016
Q4 		$850K Buy
+41,852
New +$856K 0.24% 119
2015
Q2 		– Sell
-256
Closed -$6K – 959
2015
Q1 		$6K Buy
+256
New +$5.61K ﹤0.01% 781
2014
Q3 		– Sell
-800
Closed -$20K – 954
2014
Q2 		$20K Hold
800
– – 0.01% 545
2014
Q1 		$19K Buy
+800
New +$18.8K 0.01% 518

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
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Regal Investment Advisors's FEM Position: Q1 2020 in Review

Regal Investment Advisors sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2020, closing a stake of 10,197 shares — an estimated $271K sold.

Regal Investment Advisors first reported a position in FEM in Q1 2014 and held it in 16 quarters. The position peaked at $1.18M in Q1 2017. 107 funds tracked by Wall St. Rank hold FEM as of Q1 2020.

  • Regal Investment Advisors reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Regal Investment Advisors sold 10,197 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2020, an estimated $271K.
  • Regal Investment Advisors first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2014 and held it in 16 quarters.
  • Regal Investment Advisors's First Trust Emerging Markets AlphaDEX Fund position peaked at $1.18M in Q1 2017.
  • 107 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2020.

Based on Regal Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.