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TrustCore Financial Services’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

TrustCore Financial Services’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
-276
Closed -$8K – 967
2018
Q1 		$8K Hold
276
– – ﹤0.01% 535
2017
Q4 		$8K Buy
+276
New +$7.54K ﹤0.01% 517

Other funds holding FEM

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Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
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

TrustCore Financial Services's FEM Position: Q2 2018 in Review

TrustCore Financial Services sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q2 2018, closing a stake of 276 shares — an estimated $8K sold.

TrustCore Financial Services first reported a position in FEM in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 98 funds tracked by Wall St. Rank hold FEM as of Q2 2018.

  • TrustCore Financial Services reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
  • TrustCore Financial Services sold 276 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2018, an estimated $8K.
  • TrustCore Financial Services first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2017 and held it in 2 quarters.
  • TrustCore Financial Services's First Trust Emerging Markets AlphaDEX Fund position peaked at $8K in Q1 2018.
  • 98 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2018.

Based on TrustCore Financial Services's 13F filing for Q2 2018, filed 30 Jul 2018.