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

WealthShield 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
Q3 		– Sell
-540
Closed -$15K – 401
2021
Q2 		$15K Hold
540
– – ﹤0.01% 692
2021
Q1 		$14K Buy
+540
New +$14.3K ﹤0.01% 735

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 $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

WealthShield Partners's FEM Position: Q3 2021 in Review

WealthShield Partners sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q3 2021, closing a stake of 540 shares — an estimated $15K sold.

WealthShield Partners first reported a position in FEM in Q1 2021 and held it in 2 quarters. The position peaked at $15K in Q2 2021. 107 funds tracked by Wall St. Rank hold FEM as of Q3 2021.

  • WealthShield Partners reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 540 First Trust Emerging Markets AlphaDEX Fund shares in Q3 2021, an estimated $15K.
  • WealthShield Partners first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's First Trust Emerging Markets AlphaDEX Fund position peaked at $15K in Q2 2021.
  • 107 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.