Bank of Montreal
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Bank of Montreal’s First Trust China AlphaDEX Fund FCA Stock Holding History

Bank of Montreal’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
2026
Q1 		$1.58M Buy
+50,309
New +$1.62M ﹤0.01% 1788
2024
Q1 		– Sell
-2,496
Closed -$46.4K – 4003
2023
Q4 		$46.4K Buy
+2,496
New +$45.4K ﹤0.01% 3586

Other funds holding FCA

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

Bank of Montreal's FCA Position: Q1 2026 in Review

Bank of Montreal opened a new position in First Trust China AlphaDEX Fund (FCA) in Q1 2026: 50,309 shares worth $1.58M. The stake represents ﹤0.01% of the portfolio and ranks #1788 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in FCA as recently as Q4 2023.

Bank of Montreal first reported a position in FCA in Q4 2023 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold FCA as of Q1 2026.

  • Bank of Montreal held 50,309 shares of First Trust China AlphaDEX Fund worth $1.58M as of Q1 2026.
  • First Trust China AlphaDEX Fund was a new Bank of Montreal position in Q1 2026.
  • First Trust China AlphaDEX Fund made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1788 holding.
  • Bank of Montreal first reported a position in First Trust China AlphaDEX Fund in Q4 2023 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held First Trust China AlphaDEX Fund as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.