True Link Financial Advisors’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

True Link Financial Advisors’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 Q4	–	Sell	-22,275	Closed	-$412K	–	121
2022 Q3	$412K	Hold	22,275	–	–	0.06%	91
2022 Q2	$475K	Hold	22,275	–	–	0.07%	84
2022 Q1	$560K	Buy	22,275 +21,808	+4,670%	+$562K	0.08%	80
2021 Q4	$12K	Buy	+467	New	+$12.2K	﹤0.01%	617

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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

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

True Link Financial Advisors's FEM Position: Q4 2022 in Review

True Link Financial Advisors sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q4 2022, closing a stake of 22,275 shares — an estimated $412K sold.

True Link Financial Advisors first reported a position in FEM in Q4 2021 and held it in 4 quarters. The position peaked at $560K in Q1 2022. 100 funds tracked by Wall St. Rank hold FEM as of Q4 2022.

True Link Financial Advisors reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
True Link Financial Advisors sold 22,275 First Trust Emerging Markets AlphaDEX Fund shares in Q4 2022, an estimated $412K.
True Link Financial Advisors first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2021 and held it in 4 quarters.
True Link Financial Advisors's First Trust Emerging Markets AlphaDEX Fund position peaked at $560K in Q1 2022.
100 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q4 2022.

Based on True Link Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.