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WealthPlan Investment Management’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

WealthPlan Investment Management’s Portfolio FEMS Stock Details FEMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-84,628
Closed -$3.21M – 476
2022
Q4 		$3.21M Buy
+84,628
New +$3.04M 0.22% 93

Other funds holding FEMS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

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

WealthPlan Investment Management sold out of First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) in Q1 2023, closing a stake of 84,628 shares — an estimated $3.21M sold.

WealthPlan Investment Management first reported a position in FEMS in Q4 2022 and held it in 1 quarter. The position peaked at $3.21M in Q4 2022. 73 funds tracked by Wall St. Rank hold FEMS as of Q1 2023.

  • WealthPlan Investment Management reported no remaining First Trust Emerging Markets Small Cap AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 84,628 First Trust Emerging Markets Small Cap AlphaDEX Fund shares in Q1 2023, an estimated $3.21M.
  • WealthPlan Investment Management first reported a position in First Trust Emerging Markets Small Cap AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
  • WealthPlan Investment Management's First Trust Emerging Markets Small Cap AlphaDEX Fund position peaked at $3.21M in Q4 2022.
  • 73 funds tracked by Wall St. Rank held First Trust Emerging Markets Small Cap AlphaDEX Fund as of Q1 2023.

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