Sowell Financial Services’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Sowell 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
2021 Q2	–	Sell	-6,582	Closed	-$185K	–	1252
2021 Q1	$185K	Buy	6,582 +1,498	+29%	+$39.7K	0.01%	1092
2020 Q4	$129K	Buy	5,084 +158	+3%	+$3.65K	0.01%	1056
2020 Q3	$107K	Sell	4,926 -114	-2%	-$2.6K	0.01%	949
2020 Q2	$106K	Buy	5,040 +1,416	+39%	+$28.1K	0.01%	948
2020 Q1	$64K	Sell	3,624 -681	-16%	-$16K	﹤0.01%	971
2019 Q4	$114K	Sell	4,305 -20,109	-82%	-$495K	0.01%	878
2019 Q3	$575K	Buy	+24,414	New	+$590K	0.05%	372
2019 Q1	$1.43M	Buy	+57,013	New	+$1.41M	0.16%	140

Other funds holding FEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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

Envestnet Asset Management

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

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return