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FEM icon

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

WealthPLAN 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
2024
Q2 		– Sell
-141,099
Closed -$3.23M – 307
2024
Q1 		$3.23M Buy
141,099
+4,302
+3% +$97.4K 0.33% 91
2023
Q4 		$3.03M Buy
136,797
+28,915
+27% +$604K 0.31% 87
2023
Q3 		$2.25M Buy
107,882
+6,334
+6% +$138K 0.26% 95
2023
Q2 		$2.15M Buy
101,548
+25,248
+33% +$538K 0.3% 86
2023
Q1 		$1.62M Buy
76,300
+11,081
+17% +$238K 0.18% 106
2022
Q4 		$1.39M Buy
+65,219
New +$1.31M 0.1% 150
2022
Q1 		$1.31M Buy
55,040
+4,559
+9% +$117K 0.09% 147
2021
Q4 		$1.31M Buy
50,481
+23,019
+84% +$601K 0.09% 152
2021
Q3 		$713K Buy
27,462
+654
+2% +$18K 0.05% 207
2021
Q2 		$738K Buy
26,808
+4,998
+23% +$139K 0.05% 190
2021
Q1 		$600K Buy
+21,810
New +$578K 0.05% 202

Other funds holding FEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return