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

IFP 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	-250	Closed	-$4.63K	–	3156
2023 Q4	$4.63K	Buy	+250	New	+$4.55K	﹤0.01%	2451
2023 Q1	–	Sell	-1,000	Closed	-$32K	–	3733
2022 Q4	$32K	Hold	1,000	–	–	﹤0.01%	2547
2022 Q3	$32K	Hold	1,000	–	–	﹤0.01%	2717
2022 Q2	$32K	Hold	1,000	–	–	﹤0.01%	2479
2022 Q1	$32K	Buy	+1,000	New	+$26.7K	﹤0.01%	2479
2016 Q4	–	Sell	-500	Closed	-$10K	–	4023
2016 Q3	$10K	Hold	500	–	–	﹤0.01%	2829
2016 Q2	$9K	Buy	+500	New	+$9.22K	﹤0.01%	2793
2016 Q1	–	Sell	-500	Closed	-$10K	–	2698
2015 Q4	$10K	Buy	+500	New	+$10.6K	﹤0.01%	2577

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

IFP Advisors's FCA Position: Q1 2024 in Review

IFP Advisors sold out of First Trust China AlphaDEX Fund (FCA) in Q1 2024, closing a stake of 250 shares — an estimated $4.63K sold.

IFP Advisors first reported a position in FCA in Q4 2015 and held it in 8 quarters. The position peaked at $32K in Q4 2022. 11 funds tracked by Wall St. Rank hold FCA as of Q1 2024.

IFP Advisors reported no remaining First Trust China AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
IFP Advisors sold 250 First Trust China AlphaDEX Fund shares in Q1 2024, an estimated $4.63K.
IFP Advisors first reported a position in First Trust China AlphaDEX Fund in Q4 2015 and held it in 8 quarters.
IFP Advisors's First Trust China AlphaDEX Fund position peaked at $32K in Q4 2022.
11 funds tracked by Wall St. Rank held First Trust China AlphaDEX Fund as of Q1 2024.

Based on IFP Advisors's 13F filing for Q1 2024, filed 30 Jul 2024.