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Brookwood Investment Group’s First Trust Asia Pacific ex-Japan AlphaDEX Fund FPA Stock Holding History

Brookwood Investment Group’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
2025
Q3 		– Sell
-6,142
Closed -$219K – 501
2025
Q2 		$219K Buy
+6,142
New +$193K 0.04% 393

Other funds holding FPA

WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brookwood Investment Group's FPA Position: Q3 2025 in Review

Brookwood Investment Group sold out of First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) in Q3 2025, closing a stake of 6,142 shares — an estimated $219K sold.

Brookwood Investment Group first reported a position in FPA in Q2 2025 and held it in 1 quarter. The position peaked at $219K in Q2 2025. 12 funds tracked by Wall St. Rank hold FPA as of Q3 2025.

  • Brookwood Investment Group reported no remaining First Trust Asia Pacific ex-Japan AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 6,142 First Trust Asia Pacific ex-Japan AlphaDEX Fund shares in Q3 2025, an estimated $219K.
  • Brookwood Investment Group first reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund in Q2 2025 and held it in 1 quarter.
  • Brookwood Investment Group's First Trust Asia Pacific ex-Japan AlphaDEX Fund position peaked at $219K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held First Trust Asia Pacific ex-Japan AlphaDEX Fund as of Q3 2025.

Based on Brookwood Investment Group's 13F filing for Q3 2025, filed 21 Oct 2025.