CAPTRUST Financial Advisors’s First Trust Hong Kong AlphaDEX Fund FHK Stock Holding History

CAPTRUST Financial Advisors’s Portfolio FHK Stock Details FHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-280	Closed	-$11K	–	1749
2018 Q2	$11K	Buy	+280	New	+$11.7K	﹤0.01%	1157
2018 Q1	–	Sell	-280	Closed	-$12K	–	1404
2017 Q4	$12K	Hold	280	–	–	﹤0.01%	955
2017 Q3	$12K	Buy	+280	New	+$11.2K	﹤0.01%	424

Other funds holding FHK

Jane Street New York $777B AUM 61.18% 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

CWA

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

CAPTRUST Financial Advisors's FHK Position: Q3 2018 in Review

CAPTRUST Financial Advisors sold out of First Trust Hong Kong AlphaDEX Fund (FHK) in Q3 2018, closing a stake of 280 shares — an estimated $11K sold.

CAPTRUST Financial Advisors first reported a position in FHK in Q3 2017 and held it in 3 quarters. The position peaked at $12K in Q4 2017. 6 funds tracked by Wall St. Rank hold FHK as of Q3 2018.

CAPTRUST Financial Advisors reported no remaining First Trust Hong Kong AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
CAPTRUST Financial Advisors sold 280 First Trust Hong Kong AlphaDEX Fund shares in Q3 2018, an estimated $11K.
CAPTRUST Financial Advisors first reported a position in First Trust Hong Kong AlphaDEX Fund in Q3 2017 and held it in 3 quarters.
CAPTRUST Financial Advisors's First Trust Hong Kong AlphaDEX Fund position peaked at $12K in Q4 2017.
6 funds tracked by Wall St. Rank held First Trust Hong Kong AlphaDEX Fund as of Q3 2018.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.