Ground Swell Capital’s First Trust Asia Pacific ex-Japan AlphaDEX Fund FPA Stock Holding History

Ground Swell Capital’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
2014 Q3	$2K	Buy	+50	New	+$1.57K	﹤0.01%	1886

Other funds holding FPA

FSIM

F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Ground Swell Capital's FPA Position: Q3 2014 in Review

Ground Swell Capital opened a new position in First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) in Q3 2014: 50 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1886 among its holdings.

20 funds tracked by Wall St. Rank hold FPA as of Q3 2014.

Ground Swell Capital held 50 shares of First Trust Asia Pacific ex-Japan AlphaDEX Fund worth $2K as of Q3 2014.
First Trust Asia Pacific ex-Japan AlphaDEX Fund was a new Ground Swell Capital position in Q3 2014.
First Trust Asia Pacific ex-Japan AlphaDEX Fund made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1886 holding.
20 funds tracked by Wall St. Rank held First Trust Asia Pacific ex-Japan AlphaDEX Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.