Envestnet Asset Management
FHK

Envestnet Asset Management’s First Trust Hong Kong AlphaDEX Fund FHK Stock Holding History

Envestnet Asset Management’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
2014
Q4 		– Sell
-803
Closed -$30K – 2785
2014
Q3 		$30K Buy
+803
New +$31.8K ﹤0.01% 1723

Other funds holding FHK

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management's FHK Position: Q4 2014 in Review

Envestnet Asset Management sold out of First Trust Hong Kong AlphaDEX Fund (FHK) in Q4 2014, closing a stake of 803 shares — an estimated $30K sold.

Envestnet Asset Management first reported a position in FHK in Q3 2014 and held it in 1 quarter. The position peaked at $30K in Q3 2014. 19 funds tracked by Wall St. Rank hold FHK as of Q4 2014.

  • Envestnet Asset Management reported no remaining First Trust Hong Kong AlphaDEX Fund position as of Q4 2014 after selling out during the quarter.
  • Envestnet Asset Management sold 803 First Trust Hong Kong AlphaDEX Fund shares in Q4 2014, an estimated $30K.
  • Envestnet Asset Management first reported a position in First Trust Hong Kong AlphaDEX Fund in Q3 2014 and held it in 1 quarter.
  • Envestnet Asset Management's First Trust Hong Kong AlphaDEX Fund position peaked at $30K in Q3 2014.
  • 19 funds tracked by Wall St. Rank held First Trust Hong Kong AlphaDEX Fund as of Q4 2014.

Based on Envestnet Asset Management's 13F filing for Q4 2014, filed 12 Feb 2015.