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WFG Advisors’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

WFG Advisors’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
2017
Q2 		$747K Buy
31,943
+12,663
+66% +$290K 0.17% 141
2017
Q1 		$441K Buy
19,280
+7,367
+62% +$165K 0.12% 189
2016
Q4 		$242K Sell
11,913
-935
-7% -$19.1K 0.06% 329
2016
Q3 		$267K Buy
12,848
+1,738
+16% +$35.8K 0.07% 296
2016
Q2 		$213K Buy
11,110
+3,548
+47% +$66.4K 0.06% 323
2016
Q1 		$146K Buy
7,562
+59
+0.8% +$1.02K 0.04% 393
2015
Q4 		$135K Sell
7,503
-39
-0.5% -$738 0.04% 392
2015
Q3 		$136K Buy
7,542
+1,392
+23% +$27.9K 0.04% 382
2015
Q2 		$141K Buy
6,150
+1,116
+22% +$27.2K 0.04% 434
2015
Q1 		$112K Sell
5,034
-2,069
-29% -$45.3K 0.03% 501
2014
Q4 		$153K Buy
7,103
+1,602
+29% +$36.7K 0.03% 515
2014
Q3 		$131K Buy
5,501
+3,651
+197% +$93.7K 0.02% 567
2014
Q2 		$47K Buy
1,850
+1,580
+585% +$38.7K 0.01% 936
2014
Q1 		$6K Hold
270
– – ﹤0.01% 1583
2013
Q4 		$7K Buy
+270
New +$6.73K ﹤0.01% 1666

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WFG Advisors's FEM Position: Q2 2017 in Review

WFG Advisors increased its First Trust Emerging Markets AlphaDEX Fund (FEM) stake by 66% in Q2 2017, buying an estimated $290K and bringing the position to 31,943 shares worth $747K. The position accounts for 0.17% of the portfolio, ranked #141.

WFG Advisors first reported a position in FEM in Q4 2013 and has held it in 15 quarters since. 61 funds tracked by Wall St. Rank hold FEM as of Q2 2017.

  • WFG Advisors held 31,943 shares of First Trust Emerging Markets AlphaDEX Fund worth $747K as of Q2 2017.
  • WFG Advisors bought 12,663 First Trust Emerging Markets AlphaDEX Fund shares in Q2 2017, an estimated $290K.
  • First Trust Emerging Markets AlphaDEX Fund made up 0.17% of WFG Advisors's portfolio in Q2 2017, its #141 holding.
  • WFG Advisors first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2013 and has held it in 15 quarters since.
  • 61 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.