Sequoia Wealth Management’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

Sequoia Wealth Management’s Portfolio FEMS Stock Details FEMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-11,268	Closed	-$386K	–	24
2019 Q3	$386K	Sell	11,268 -292	-3%	-$10.3K	0.79%	34
2019 Q2	$422K	Sell	11,560 -3,368	-23%	-$116K	0.4%	34
2019 Q1	$529K	Buy	14,928 +2,926	+24%	+$102K	0.43%	41
2018 Q4	$386K	Buy	12,002 +4,553	+61%	+$153K	0.38%	44
2018 Q3	$266K	Sell	7,449 -654	-8%	-$24.5K	0.23%	52
2018 Q2	$308K	Sell	8,103 -88	-1%	-$3.67K	0.33%	46
2018 Q1	$366K	Buy	8,191 +3,234	+65%	+$146K	0.35%	41
2017 Q4	$224K	Buy	+4,957	New	+$207K	0.2%	53

Other funds holding FEMS

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Sequoia Wealth Management's FEMS Position: Q4 2019 in Review

Sequoia Wealth Management sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q4 2019, closing a stake of 11,268 shares — an estimated $386K sold.

Sequoia Wealth Management first reported a position in FEMS in Q4 2017 and held it in 8 quarters. The position peaked at $529K in Q1 2019. 46 funds tracked by Wall St. Rank hold FEMS as of Q4 2019.

Sequoia Wealth Management reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
Sequoia Wealth Management sold 11,268 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q4 2019, an estimated $386K.
Sequoia Wealth Management first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q4 2017 and held it in 8 quarters.
Sequoia Wealth Management's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $529K in Q1 2019.
46 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.