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	–	1251
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 $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

EWM

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

Sowell Financial Services's FEM Position: Q2 2021 in Review

Sowell Financial Services sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q2 2021, closing a stake of 6,582 shares — an estimated $185K sold.

Sowell Financial Services first reported a position in FEM in Q1 2019 and held it in 8 quarters. The position peaked at $1.43M in Q1 2019. 121 funds tracked by Wall St. Rank hold FEM as of Q2 2021.

Sowell Financial Services reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 6,582 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2021, an estimated $185K.
Sowell Financial Services first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2019 and held it in 8 quarters.
Sowell Financial Services's First Trust Emerging Markets AlphaDEX Fund position peaked at $1.43M in Q1 2019.
121 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.