Wealthcare Advisory Partners’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-4,622	Closed	-$122K	–	971
2021 Q1	$122K	Buy	+4,622	New	+$123K	0.01%	614
2020 Q2	–	Sell	-7,357	Closed	-$129K	–	662
2020 Q1	$129K	Sell	7,357 -7,549	-51%	-$178K	0.02%	329
2019 Q4	$396K	Buy	14,906 +7	+0%	+$172	0.05%	202
2019 Q3	$351K	Buy	14,899 +39	+0.3%	+$942	0.05%	189
2019 Q2	$374K	Buy	14,860 +12,831	+632%	+$312K	0.06%	172
2019 Q1	$51K	Buy	2,029 +1	+0%	+$25	0.01%	457
2018 Q4	$46K	Buy	2,028 +40	+2%	+$938	0.01%	439
2018 Q3	$50K	Hold	1,988	–	–	0.01%	467
2018 Q2	$51K	Buy	1,988 +309	+18%	+$8.7K	0.01%	455
2018 Q1	$49K	Buy	1,679 +405	+32%	+$12K	0.01%	400
2017 Q4	$36K	Buy	+1,274	New	+$34.8K	0.01%	429

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

EWM

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

Wealthcare Advisory Partners's FEM Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q2 2021, closing a stake of 4,622 shares — an estimated $122K sold.

Wealthcare Advisory Partners first reported a position in FEM in Q4 2017 and held it in 11 quarters. The position peaked at $396K in Q4 2019. 121 funds tracked by Wall St. Rank hold FEM as of Q2 2021.

Wealthcare Advisory Partners reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 4,622 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2021, an estimated $122K.
Wealthcare Advisory Partners first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's First Trust Emerging Markets AlphaDEX Fund position peaked at $396K in Q4 2019.
121 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.