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IFP Advisors’s First Trust Asia Pacific ex-Japan AlphaDEX Fund FPA Stock Holding History

IFP Advisors’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
2019
Q4 		– Sell
-4
Closed – – 2929
2019
Q3 		$0 Buy
+4
New +$112 ﹤0.01% 3092
2016
Q1 		– Sell
-200
Closed -$5K – 2730
2015
Q4 		$5K Buy
+200
New +$5.65K ﹤0.01% 2955

Other funds holding FPA

VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors's FPA Position: Q4 2019 in Review

IFP Advisors sold out of First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) in Q4 2019, closing a stake of 4 shares.

IFP Advisors first reported a position in FPA in Q4 2015 and held it in 2 quarters. The position peaked at $5K in Q4 2015. 21 funds tracked by Wall St. Rank hold FPA as of Q4 2019.

  • IFP Advisors reported no remaining First Trust Asia Pacific ex-Japan AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
  • IFP Advisors sold 4 First Trust Asia Pacific ex-Japan AlphaDEX Fund shares in Q4 2019.
  • IFP Advisors first reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund in Q4 2015 and held it in 2 quarters.
  • IFP Advisors's First Trust Asia Pacific ex-Japan AlphaDEX Fund position peaked at $5K in Q4 2015.
  • 21 funds tracked by Wall St. Rank held First Trust Asia Pacific ex-Japan AlphaDEX Fund as of Q4 2019.

Based on IFP Advisors's 13F filing for Q4 2019, filed 17 Jan 2020.