Stonebridge Financial Planning Group’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Stonebridge Financial Planning 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
2022 Q1	–	Sell	-250	Closed	-$6K	–	191
2021 Q4	$6K	Sell	250 -200	-44%	-$5.22K	﹤0.01%	359
2021 Q3	$12K	Hold	450	–	–	0.01%	329
2021 Q2	$12K	Hold	450	–	–	0.01%	341
2021 Q1	$12K	Buy	+450	New	+$11.9K	0.01%	344
2020 Q4	–	Sell	-600	Closed	-$13K	–	394
2020 Q3	$13K	Sell	600 -1,603	-73%	-$36.5K	0.01%	297
2020 Q2	$48K	Sell	2,203 -1,094	-33%	-$21.7K	0.04%	185
2020 Q1	$62K	Sell	3,297 -224	-6%	-$5.27K	0.06%	151
2019 Q4	$93K	Buy	+3,521	New	+$86.6K	0.08%	134

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stonebridge Financial Planning Group's FEM Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2022, closing a stake of 250 shares — an estimated $6K sold.

Stonebridge Financial Planning Group first reported a position in FEM in Q4 2019 and held it in 8 quarters. The position peaked at $93K in Q4 2019. 107 funds tracked by Wall St. Rank hold FEM as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 250 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2022, an estimated $6K.
Stonebridge Financial Planning Group first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2019 and held it in 8 quarters.
Stonebridge Financial Planning Group's First Trust Emerging Markets AlphaDEX Fund position peaked at $93K in Q4 2019.
107 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.