Buckingham Strategic Wealth’s First Trust China AlphaDEX Fund FCA Stock Holding History

Buckingham Strategic Wealth’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
2015 Q4	–	Sell	-134,901	Closed	-$2.69M	–	215
2015 Q3	$2.69M	Hold	134,901	–	–	0.95%	21
2015 Q2	$3.5M	Buy	134,901 +114,901	+575%	+$3.24M	1.15%	20
2015 Q1	$486K	Hold	20,000	–	–	0.18%	103
2014 Q4	$453K	Hold	20,000	–	–	0.18%	100
2014 Q3	$439K	Buy	+20,000	New	+$466K	0.18%	88

Other funds holding FCA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Buckingham Strategic Wealth's FCA Position: Q4 2015 in Review

Buckingham Strategic Wealth sold out of First Trust China AlphaDEX Fund (FCA) in Q4 2015, closing a stake of 134,901 shares — an estimated $2.69M sold.

Buckingham Strategic Wealth first reported a position in FCA in Q3 2014 and held it in 5 quarters. The position peaked at $3.5M in Q2 2015. 8 funds tracked by Wall St. Rank hold FCA as of Q4 2015.

Buckingham Strategic Wealth reported no remaining First Trust China AlphaDEX Fund position as of Q4 2015 after selling out during the quarter.
Buckingham Strategic Wealth sold 134,901 First Trust China AlphaDEX Fund shares in Q4 2015, an estimated $2.69M.
Buckingham Strategic Wealth first reported a position in First Trust China AlphaDEX Fund in Q3 2014 and held it in 5 quarters.
Buckingham Strategic Wealth's First Trust China AlphaDEX Fund position peaked at $3.5M in Q2 2015.
8 funds tracked by Wall St. Rank held First Trust China AlphaDEX Fund as of Q4 2015.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2015, filed 5 Feb 2016.