IPC
FTW

Independent Portfolio Consultants’s First Trust Taiwan AlphaDEX Fund FTW Stock Holding History

Independent Portfolio Consultants’s Portfolio FTW Stock Details FTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-3,290
Closed -$120K – 1083
2014
Q4 		$120K Sell
3,290
-890
-21% -$31.6K 0.02% 465
2014
Q3 		$147K Buy
+4,180
New +$159K 0.04% 507

Other funds holding FTW

AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Independent Portfolio Consultants's FTW Position: Q1 2015 in Review

Independent Portfolio Consultants sold out of First Trust Taiwan AlphaDEX Fund (FTW) in Q1 2015, closing a stake of 3,290 shares — an estimated $120K sold.

Independent Portfolio Consultants first reported a position in FTW in Q3 2014 and held it in 2 quarters. The position peaked at $147K in Q3 2014. 11 funds tracked by Wall St. Rank hold FTW as of Q1 2015.

  • Independent Portfolio Consultants reported no remaining First Trust Taiwan AlphaDEX Fund position as of Q1 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 3,290 First Trust Taiwan AlphaDEX Fund shares in Q1 2015, an estimated $120K.
  • Independent Portfolio Consultants first reported a position in First Trust Taiwan AlphaDEX Fund in Q3 2014 and held it in 2 quarters.
  • Independent Portfolio Consultants's First Trust Taiwan AlphaDEX Fund position peaked at $147K in Q3 2014.
  • 11 funds tracked by Wall St. Rank held First Trust Taiwan AlphaDEX Fund as of Q1 2015.

Based on Independent Portfolio Consultants's 13F filing for Q1 2015, filed 27 May 2015.