FA
ALFA

FDx Advisors’s AlphaClone Alternative Alpha ETF ALFA Stock Holding History

FDx Advisors’s Portfolio ALFA Stock Details ALFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-8,243
Closed -$329K – 1006
2014
Q3 		$329K Hold
8,243
– – 0.02% 751
2014
Q2 		$323K Hold
8,243
– – 0.02% 752
2014
Q1 		$314K Hold
8,243
– – 0.03% 596
2013
Q4 		$304K Buy
+8,243
New +$299K 0.03% 523

Other funds holding ALFA

CWA
Constellation Wealth Advisors New York $903M AUM 2.38% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TCM
Tuttle Capital Management Riverside, Connecticut $60.8M AUM 17.47% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FDx Advisors's ALFA Position: Q4 2014 in Review

FDx Advisors sold out of AlphaClone Alternative Alpha ETF (ALFA) in Q4 2014, closing a stake of 8,243 shares — an estimated $329K sold.

FDx Advisors first reported a position in ALFA in Q4 2013 and held it in 4 quarters. The position peaked at $329K in Q3 2014. 20 funds tracked by Wall St. Rank hold ALFA as of Q4 2014.

  • FDx Advisors reported no remaining AlphaClone Alternative Alpha ETF position as of Q4 2014 after selling out during the quarter.
  • FDx Advisors sold 8,243 AlphaClone Alternative Alpha ETF shares in Q4 2014, an estimated $329K.
  • FDx Advisors first reported a position in AlphaClone Alternative Alpha ETF in Q4 2013 and held it in 4 quarters.
  • FDx Advisors's AlphaClone Alternative Alpha ETF position peaked at $329K in Q3 2014.
  • 20 funds tracked by Wall St. Rank held AlphaClone Alternative Alpha ETF as of Q4 2014.

Based on FDx Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.