Bank of Montreal
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Bank of Montreal’s First Trust Asia Pacific ex-Japan AlphaDEX Fund FPA Stock Holding History

Bank of Montreal’s Portfolio FPA Stock Details FPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-934
Closed -$28.8K – 3674
2024
Q3 		$28.8K Buy
+934
New +$26.9K ﹤0.01% 3522
2024
Q2 		– Sell
-1,841
Closed -$50.9K – 3988
2024
Q1 		$50.9K Buy
+1,841
New +$49.4K ﹤0.01% 3449

Other funds holding FPA

WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal's FPA Position: Q4 2024 in Review

Bank of Montreal sold out of First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) in Q4 2024, closing a stake of 934 shares — an estimated $28.8K sold.

Bank of Montreal first reported a position in FPA in Q1 2024 and held it in 2 quarters. The position peaked at $50.9K in Q1 2024. 8 funds tracked by Wall St. Rank hold FPA as of Q4 2024.

  • Bank of Montreal reported no remaining First Trust Asia Pacific ex-Japan AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 934 First Trust Asia Pacific ex-Japan AlphaDEX Fund shares in Q4 2024, an estimated $28.8K.
  • Bank of Montreal first reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund in Q1 2024 and held it in 2 quarters.
  • Bank of Montreal's First Trust Asia Pacific ex-Japan AlphaDEX Fund position peaked at $50.9K in Q1 2024.
  • 8 funds tracked by Wall St. Rank held First Trust Asia Pacific ex-Japan AlphaDEX Fund as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.