WealthPlan Investment Management’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

WealthPlan Investment 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
2023 Q1	–	Sell	-65,219	Closed	-$1.38M	–	475
2022 Q4	$1.38M	Buy	65,219 +1,632	+3%	+$32.7K	0.1%	151
2022 Q3	$1.33M	Buy	+63,587	New	+$1.33M	0.1%	146
2022 Q1	$1.31M	Buy	+55,040	New	+$1.42M	0.09%	147

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

EWM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

WealthPlan Investment Management's FEM Position: Q1 2023 in Review

WealthPlan Investment Management sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2023, closing a stake of 65,219 shares — an estimated $1.38M sold.

WealthPlan Investment Management first reported a position in FEM in Q1 2022 and held it in 3 quarters. The position peaked at $1.38M in Q4 2022. 99 funds tracked by Wall St. Rank hold FEM as of Q1 2023.

WealthPlan Investment Management reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
WealthPlan Investment Management sold 65,219 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2023, an estimated $1.38M.
WealthPlan Investment Management first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2022 and held it in 3 quarters.
WealthPlan Investment Management's First Trust Emerging Markets AlphaDEX Fund position peaked at $1.38M in Q4 2022.
99 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.