S.C. Financial Services’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

S.C. Financial Services’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
2022 Q4	$213K	Buy	+10,137	New	+$203K	0.33%	110
2022 Q3	–	Sell	-12,252	Closed	-$261K	–	115
2022 Q2	$261K	Sell	12,252 -675	-5%	-$15.9K	0.4%	88
2022 Q1	$325K	Buy	12,927 +90	+0.7%	+$2.32K	0.42%	79
2021 Q4	$344K	Buy	+12,837	New	+$335K	0.4%	85

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

S.C. Financial Services's FEM Position: Q4 2022 in Review

S.C. Financial Services opened a new position in First Trust Emerging Markets AlphaDEX Fund (FEM) in Q4 2022: 10,137 shares worth $213K. The stake represents 0.33% of the portfolio and ranks #110 among its holdings. This is a return to the name: S.C. Financial Services previously reported a position in FEM as recently as Q2 2022.

S.C. Financial Services first reported a position in FEM in Q4 2021 and has held it in 4 quarters since. The position peaked at $344K in Q4 2021. 100 funds tracked by Wall St. Rank hold FEM as of Q4 2022.

S.C. Financial Services held 10,137 shares of First Trust Emerging Markets AlphaDEX Fund worth $213K as of Q4 2022.
First Trust Emerging Markets AlphaDEX Fund was a new S.C. Financial Services position in Q4 2022.
First Trust Emerging Markets AlphaDEX Fund made up 0.33% of S.C. Financial Services's portfolio in Q4 2022, its #110 holding.
S.C. Financial Services first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2021 and has held it in 4 quarters since.
S.C. Financial Services's First Trust Emerging Markets AlphaDEX Fund position peaked at $344K in Q4 2021.
100 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.