Delos Wealth Advisors’s First Trust China AlphaDEX Fund FCA Stock Holding History

Delos Wealth Advisors’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
2024 Q1	–	Sell	-865	Closed	-$16K	–	385
2023 Q4	$16K	Hold	865	–	–	0.02%	91
2023 Q3	$16.7K	Hold	865	–	–	0.02%	116
2023 Q2	$17.4K	Hold	865	–	–	0.02%	102
2023 Q1	$18.9K	Buy	+865	New	+$19.5K	0.02%	101

Other funds holding FCA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Delos Wealth Advisors's FCA Position: Q1 2024 in Review

Delos Wealth Advisors sold out of First Trust China AlphaDEX Fund (FCA) in Q1 2024, closing a stake of 865 shares — an estimated $16K sold.

Delos Wealth Advisors first reported a position in FCA in Q1 2023 and held it in 4 quarters. The position peaked at $18.9K in Q1 2023. 11 funds tracked by Wall St. Rank hold FCA as of Q1 2024.

Delos Wealth Advisors reported no remaining First Trust China AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
Delos Wealth Advisors sold 865 First Trust China AlphaDEX Fund shares in Q1 2024, an estimated $16K.
Delos Wealth Advisors first reported a position in First Trust China AlphaDEX Fund in Q1 2023 and held it in 4 quarters.
Delos Wealth Advisors's First Trust China AlphaDEX Fund position peaked at $18.9K in Q1 2023.
11 funds tracked by Wall St. Rank held First Trust China AlphaDEX Fund as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.