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DB Wealth Management Group’s First Trust Asia Pacific ex-Japan AlphaDEX Fund FPA Stock Holding History

DB Wealth Management 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
2021
Q4 		– Sell
-1,446
Closed -$46.2K – 356
2021
Q3 		$47K Sell
1,446
-2,150
-60% -$74K 0.03% 163
2021
Q2 		$129K Buy
+3,596
New +$130K 0.08% 105

Other funds holding FPA

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

DB Wealth Management Group's FPA Position: Q4 2021 in Review

DB Wealth Management Group sold out of First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) in Q4 2021, closing a stake of 1,446 shares — an estimated $46.2K sold.

DB Wealth Management Group first reported a position in FPA in Q2 2021 and held it in 2 quarters. The position peaked at $129K in Q2 2021. 17 funds tracked by Wall St. Rank hold FPA as of Q4 2021.

  • DB Wealth Management Group reported no remaining First Trust Asia Pacific ex-Japan AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • DB Wealth Management Group sold 1,446 First Trust Asia Pacific ex-Japan AlphaDEX Fund shares in Q4 2021, an estimated $46.2K.
  • DB Wealth Management Group first reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund in Q2 2021 and held it in 2 quarters.
  • DB Wealth Management Group's First Trust Asia Pacific ex-Japan AlphaDEX Fund position peaked at $129K in Q2 2021.
  • 17 funds tracked by Wall St. Rank held First Trust Asia Pacific ex-Japan AlphaDEX Fund as of Q4 2021.

Based on DB Wealth Management Group's 13F filing for Q4 2021, filed 9 Feb 2022.