Wealth Advisory Solutions’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Wealth Advisory Solutions’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
2021 Q1	–	Sell	-8,019	Closed	-$202K	–	155
2020 Q4	$202K	Buy	+8,019	New	+$185K	0.05%	155
2020 Q1	–	Sell	-11,321	Closed	-$300K	–	170
2019 Q4	$300K	Buy	+11,321	New	+$279K	0.08%	146

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJFSA

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

Wealth Advisory Solutions's FEM Position: Q1 2021 in Review

Wealth Advisory Solutions sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2021, closing a stake of 8,019 shares — an estimated $202K sold.

Wealth Advisory Solutions first reported a position in FEM in Q4 2019 and held it in 2 quarters. The position peaked at $300K in Q4 2019. 118 funds tracked by Wall St. Rank hold FEM as of Q1 2021.

Wealth Advisory Solutions reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
Wealth Advisory Solutions sold 8,019 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2021, an estimated $202K.
Wealth Advisory Solutions first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2019 and held it in 2 quarters.
Wealth Advisory Solutions's First Trust Emerging Markets AlphaDEX Fund position peaked at $300K in Q4 2019.
118 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2021.

Based on Wealth Advisory Solutions's 13F filing for Q1 2021, filed 13 May 2021.