Kings Point Capital Management’s First Trust Asia Pacific ex-Japan AlphaDEX Fund FPA Stock Holding History

Kings Point Capital Management’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
2017 Q2	–	Sell	-2,000	Closed	-$62K	–	342
2017 Q1	$62K	Buy	+2,000	New	+$59.5K	0.01%	206

Other funds holding FPA

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

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

SAM

Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RPG

Risk Paradigm Group Austin, Texas $117M AUM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kings Point Capital Management's FPA Position: Q2 2017 in Review

Kings Point Capital Management sold out of First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) in Q2 2017, closing a stake of 2,000 shares — an estimated $62K sold.

Kings Point Capital Management first reported a position in FPA in Q1 2017 and held it in 1 quarter. The position peaked at $62K in Q1 2017. 21 funds tracked by Wall St. Rank hold FPA as of Q2 2017.

Kings Point Capital Management reported no remaining First Trust Asia Pacific ex-Japan AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
Kings Point Capital Management sold 2,000 First Trust Asia Pacific ex-Japan AlphaDEX Fund shares in Q2 2017, an estimated $62K.
Kings Point Capital Management first reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund in Q1 2017 and held it in 1 quarter.
Kings Point Capital Management's First Trust Asia Pacific ex-Japan AlphaDEX Fund position peaked at $62K in Q1 2017.
21 funds tracked by Wall St. Rank held First Trust Asia Pacific ex-Japan AlphaDEX Fund as of Q2 2017.

Based on Kings Point Capital Management's 13F filing for Q2 2017, filed 8 Aug 2017.