1834 Investment Advisors’s First Trust China AlphaDEX Fund FCA Stock Holding History

1834 Investment Advisors’s Portfolio FCA Stock Details FCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,495	Closed	-$33K	–	457
2020 Q1	$33K	Hold	1,495	–	–	0.01%	272
2019 Q4	$40K	Sell	1,495 -137	-8%	-$3.47K	0.01%	287
2019 Q3	$39K	Sell	1,632 -1,685	-51%	-$41.8K	0.01%	287
2019 Q2	$87K	Sell	3,317 -37,449	-92%	-$990K	0.01%	243
2019 Q1	$1.11M	Buy	+40,766	New	+$1.07M	0.17%	90

Other funds holding FCA

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1834 Investment Advisors's FCA Position: Q2 2020 in Review

1834 Investment Advisors sold out of First Trust China AlphaDEX Fund (FCA) in Q2 2020, closing a stake of 1,495 shares — an estimated $33K sold.

1834 Investment Advisors first reported a position in FCA in Q1 2019 and held it in 5 quarters. The position peaked at $1.11M in Q1 2019. 18 funds tracked by Wall St. Rank hold FCA as of Q2 2020.

1834 Investment Advisors reported no remaining First Trust China AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
1834 Investment Advisors sold 1,495 First Trust China AlphaDEX Fund shares in Q2 2020, an estimated $33K.
1834 Investment Advisors first reported a position in First Trust China AlphaDEX Fund in Q1 2019 and held it in 5 quarters.
1834 Investment Advisors's First Trust China AlphaDEX Fund position peaked at $1.11M in Q1 2019.
18 funds tracked by Wall St. Rank held First Trust China AlphaDEX Fund as of Q2 2020.

Based on 1834 Investment Advisors's 13F filing for Q2 2020, filed 17 Aug 2020.