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

SWS 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
2018 Q2	–	Sell	-449	Closed	-$5K	–	171
2018 Q1	$5K	Sell	449 -10	-2%	-$295	﹤0.01%	309
2017 Q4	$7K	Buy	+459	New	+$12.5K	0.01%	288

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

SWS Partners's FEM Position: Q2 2018 in Review

SWS Partners sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q2 2018, closing a stake of 449 shares — an estimated $5K sold.

SWS Partners first reported a position in FEM in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q4 2017. 98 funds tracked by Wall St. Rank hold FEM as of Q2 2018.

SWS Partners reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 449 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2018, an estimated $5K.
SWS Partners first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2017 and held it in 2 quarters.
SWS Partners's First Trust Emerging Markets AlphaDEX Fund position peaked at $7K in Q4 2017.
98 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.