Stratos Wealth Partners’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Stratos Wealth Partners’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
2024 Q4	–	Sell	-8,409	Closed	-$201K	–	1483
2024 Q3	$201K	Buy	+8,409	New	+$196K	﹤0.01%	1340
2021 Q1	–	Sell	-16,442	Closed	-$416K	–	1133
2020 Q4	$416K	Buy	+16,442	New	+$379K	0.01%	735
2018 Q4	–	Sell	-6,117	Closed	-$153K	–	1373
2018 Q3	$153K	Sell	6,117 -1,935	-24%	-$49K	0.01%	943
2018 Q2	$208K	Sell	8,052 -1,080	-12%	-$30.4K	0.01%	886
2018 Q1	$267K	Buy	9,132 +3,459	+61%	+$102K	0.01%	773
2017 Q4	$158K	Buy	+5,673	New	+$155K	0.01%	973

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

EWM

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

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

LIA

Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return

Stratos Wealth Partners's FEM Position: Q4 2024 in Review

Stratos Wealth Partners sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q4 2024, closing a stake of 8,409 shares — an estimated $201K sold.

Stratos Wealth Partners first reported a position in FEM in Q4 2017 and held it in 6 quarters. The position peaked at $416K in Q4 2020. 112 funds tracked by Wall St. Rank hold FEM as of Q4 2024.

Stratos Wealth Partners reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
Stratos Wealth Partners sold 8,409 First Trust Emerging Markets AlphaDEX Fund shares in Q4 2024, an estimated $201K.
Stratos Wealth Partners first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2017 and held it in 6 quarters.
Stratos Wealth Partners's First Trust Emerging Markets AlphaDEX Fund position peaked at $416K in Q4 2020.
112 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q4 2024.

Based on Stratos Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.