SouthState Corp’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

SouthState Corp’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
2023 Q3	–	Sell	-100	Closed	-$2.12K	–	647
2023 Q2	$2.12K	Hold	100	–	–	﹤0.01%	544
2023 Q1	$2.12K	Buy	+100	New	+$2.15K	﹤0.01%	597

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

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

RJFSA

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

SouthState Corp's FEM Position: Q3 2023 in Review

SouthState Corp sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q3 2023, closing a stake of 100 shares — an estimated $2.12K sold.

SouthState Corp first reported a position in FEM in Q1 2023 and held it in 2 quarters. The position peaked at $2.12K in Q1 2023. 111 funds tracked by Wall St. Rank hold FEM as of Q3 2023.

SouthState Corp reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
SouthState Corp sold 100 First Trust Emerging Markets AlphaDEX Fund shares in Q3 2023, an estimated $2.12K.
SouthState Corp first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2023 and held it in 2 quarters.
SouthState Corp's First Trust Emerging Markets AlphaDEX Fund position peaked at $2.12K in Q1 2023.
111 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q3 2023.

Based on SouthState Corp's 13F filing for Q3 2023, filed 7 Nov 2023.