Truist Financial
FEMS icon

Truist Financial’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

Truist Financial’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
2020
Q1 		– Sell
-6,475
Closed -$256K – 2442
2019
Q4 		$256K Buy
+6,475
New +$235K ﹤0.01% 2237

Other funds holding FEMS

AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Truist Financial's FEMS Position: Q1 2020 in Review

Truist Financial sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q1 2020, closing a stake of 6,475 shares — an estimated $256K sold.

Truist Financial first reported a position in FEMS in Q4 2019 and held it in 1 quarter. The position peaked at $256K in Q4 2019. 46 funds tracked by Wall St. Rank hold FEMS as of Q1 2020.

  • Truist Financial reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Truist Financial sold 6,475 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q1 2020, an estimated $256K.
  • Truist Financial first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q4 2019 and held it in 1 quarter.
  • Truist Financial's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $256K in Q4 2019.
  • 46 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q1 2020.

Based on Truist Financial's 13F filing for Q1 2020, filed 15 May 2020.