WealthPLAN Partners’s First Trust Emerging Markets Small Cap AlphaDEX Fund FEMS Stock Holding History

WealthPLAN Partners’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
2024 Q1	–	Sell	-12,147	Closed	-$467K	–	326
2023 Q4	$467K	Sell	12,147 -1,513	-11%	-$56.4K	0.05%	223
2023 Q3	$525K	Sell	13,660 -72,968	-84%	-$2.8M	0.06%	194
2023 Q2	$3.15M	Buy	86,628 +4,429	+5%	+$162K	0.45%	60
2023 Q1	$3.06M	Sell	82,199 -2,429	-3%	-$93.6K	0.35%	76
2022 Q4	$3.23M	Buy	+84,628	New	+$3.04M	0.23%	92
2015 Q2	–	Sell	-55	Closed	-$2K	–	460
2015 Q1	$2K	Buy	+55	New	+$1.79K	﹤0.01%	486

Other funds holding FEMS

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

626 Financial Portage, Michigan $223M AUM 17.89% 1-Year Est. Return