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Woodward Diversified Capital’s First Trust Emerging Markets AlphaDEX Fund FEM Stock Holding History

Woodward Diversified Capital’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
2022
Q1 		– Sell
-9,032
Closed -$236K – 169
2021
Q4 		$236K Buy
+9,032
New +$236K 0.14% 172

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Woodward Diversified Capital's FEM Position: Q1 2022 in Review

Woodward Diversified Capital sold out of First Trust Emerging Markets AlphaDEX Fund (FEM) in Q1 2022, closing a stake of 9,032 shares — an estimated $236K sold.

Woodward Diversified Capital first reported a position in FEM in Q4 2021 and held it in 1 quarter. The position peaked at $236K in Q4 2021. 107 funds tracked by Wall St. Rank hold FEM as of Q1 2022.

  • Woodward Diversified Capital reported no remaining First Trust Emerging Markets AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • Woodward Diversified Capital sold 9,032 First Trust Emerging Markets AlphaDEX Fund shares in Q1 2022, an estimated $236K.
  • Woodward Diversified Capital first reported a position in First Trust Emerging Markets AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • Woodward Diversified Capital's First Trust Emerging Markets AlphaDEX Fund position peaked at $236K in Q4 2021.
  • 107 funds tracked by Wall St. Rank held First Trust Emerging Markets AlphaDEX Fund as of Q1 2022.

Based on Woodward Diversified Capital's 13F filing for Q1 2022, filed 14 Apr 2022.