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

Safeguard Investment 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
2021
Q1 		– Sell
-7
Closed – – 281
2020
Q4 		$0 Buy
+7
New +$162 ﹤0.01% 735

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LPL Financial
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Royal Bank of Canada
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Safeguard Investment Advisory Group's FEM Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2021, closing a stake of 7 shares.

Safeguard Investment Advisory Group first reported a position in FEM in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 118 funds tracked by Wall St. Rank hold FEM as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 7 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's First Trust Emerging Markets AlphaDEX Fund position peaked at $0 in Q4 2020.
  • 118 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.