Syverson Strege & Co’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

Syverson Strege & Co’s Portfolio FEMS Stock Details FEMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-139	Closed	-$5.17K	–	256
2023 Q1	$5.17K	Hold	139	–	–	﹤0.01%	325
2022 Q4	$5.4K	Buy	139 +1	+0.7%	+$36	﹤0.01%	218
2022 Q3	$4K	Buy	138 +3	+2%	+$103	﹤0.01%	223
2022 Q2	$5K	Buy	135 +3	+2%	+$114	﹤0.01%	257
2022 Q1	$5K	Hold	132	–	–	0.01%	240
2021 Q4	$5K	Buy	+132	New	+$5.42K	﹤0.01%	232

Other funds holding FEMS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

PAG

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

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

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

Syverson Strege & Co's FEMS Position: Q2 2023 in Review

Syverson Strege & Co sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q2 2023, closing a stake of 139 shares — an estimated $5.17K sold.

Syverson Strege & Co first reported a position in FEMS in Q4 2021 and held it in 6 quarters. The position peaked at $5.4K in Q4 2022. 69 funds tracked by Wall St. Rank hold FEMS as of Q2 2023.

Syverson Strege & Co reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 139 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q2 2023, an estimated $5.17K.
Syverson Strege & Co first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q4 2021 and held it in 6 quarters.
Syverson Strege & Co's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $5.4K in Q4 2022.
69 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.