Integrated Wealth Concepts’s First Trust China AlphaDEX Fund FCA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,664
Closed -$214K 1774
2024
Q4
$214K Sell
10,664
-2,456
-19% -$50.1K ﹤0.01% 1568
2024
Q3
$276K Buy
+13,120
New +$247K ﹤0.01% 1398

Other funds holding FCA

Integrated Wealth Concepts's FCA Position: Q1 2025 in Review

Integrated Wealth Concepts sold out of First Trust China AlphaDEX Fund (FCA) in Q1 2025, closing a stake of 10,664 shares — an estimated $214K sold.

Integrated Wealth Concepts first reported a position in FCA in Q3 2024 and held it in 2 quarters. The position peaked at $276K in Q3 2024. 17 funds tracked by Wall St. Rank hold FCA as of Q1 2025.

  • Integrated Wealth Concepts reported no remaining First Trust China AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,664 First Trust China AlphaDEX Fund shares in Q1 2025, an estimated $214K.
  • Integrated Wealth Concepts first reported a position in First Trust China AlphaDEX Fund in Q3 2024 and held it in 2 quarters.
  • Integrated Wealth Concepts's First Trust China AlphaDEX Fund position peaked at $276K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held First Trust China AlphaDEX Fund as of Q1 2025.

Based on Integrated Wealth Concepts's 13F filing for Q1 2025, filed 15 May 2025.