Tyler-Stone Wealth Management’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Tyler-Stone Wealth Management’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
2024 Q3	–	Sell	-650	Closed	-$15.6K	–	517
2024 Q2	$15.6K	Hold	650	–	–	0.01%	572
2024 Q1	$14.9K	Hold	650	–	–	0.01%	584
2023 Q4	$14.4K	Hold	650	–	–	0.01%	567
2023 Q3	$14K	Sell	650 -350	-35%	-$7.63K	0.01%	538
2023 Q2	$21K	Buy	+1,000	New	+$21.3K	0.01%	476
2022 Q4	$21K	Hold	1,000	–	–	0.01%	441
2022 Q3	$18K	Hold	1,000	–	–	0.01%	447
2022 Q2	$21K	Hold	1,000	–	–	0.01%	440
2022 Q1	$25K	Hold	1,000	–	–	0.01%	440
2021 Q4	$26K	Buy	+1,000	New	+$26.1K	0.01%	460

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

RJFSA

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

Tyler-Stone Wealth Management's FEM Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q3 2024, closing a stake of 650 shares — an estimated $15.6K sold.

Tyler-Stone Wealth Management first reported a position in FEM in Q4 2021 and held it in 10 quarters. The position peaked at $26K in Q4 2021. 111 funds tracked by Wall St. Rank hold FEM as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 650 First Trust Emerging Markets AlphaDEX Fund shares in Q3 2024, an estimated $15.6K.
Tyler-Stone Wealth Management first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's First Trust Emerging Markets AlphaDEX Fund position peaked at $26K in Q4 2021.
111 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.