Wagner Wealth Management (South Carolina)’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Wagner Wealth Management (South Carolina)’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	-256	Closed	-$5K	–	408
2022 Q3	$5K	Buy	256 +27	+12%	+$566	﹤0.01%	516
2022 Q2	$5K	Buy	+229	New	+$5.41K	﹤0.01%	521
2022 Q1	–	Sell	-324	Closed	-$8K	–	368
2021 Q4	$8K	Sell	324 -85	-21%	-$2.22K	0.01%	514
2021 Q3	$11K	Sell	409 -161	-28%	-$4.42K	0.01%	455
2021 Q2	$16K	Hold	570	–	–	0.01%	418
2021 Q1	$15K	Buy	+570	New	+$15.1K	0.01%	400

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

Wagner Wealth Management (South Carolina)'s FEM Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q4 2022, closing a stake of 256 shares — an estimated $5K sold.

Wagner Wealth Management (South Carolina) first reported a position in FEM in Q1 2021 and held it in 6 quarters. The position peaked at $16K in Q2 2021. 100 funds tracked by Wall St. Rank hold FEM as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 256 First Trust Emerging Markets AlphaDEX Fund shares in Q4 2022, an estimated $5K.
Wagner Wealth Management (South Carolina) first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s First Trust Emerging Markets AlphaDEX Fund position peaked at $16K in Q2 2021.
100 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.