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Kingsview Wealth Management’s First Trust Asia Pacific ex-Japan AlphaDEX Fund FPA Stock Holding History

Kingsview Wealth 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
2019
Q4 		– Sell
-73,212
Closed -$2.01M – 501
2019
Q3 		$2.01M Buy
73,212
+1,937
+3% +$54.3K 0.32% 90
2019
Q2 		$2.12M Buy
+71,275
New +$2.11M 0.36% 76

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

Kingsview Wealth Management's FPA Position: Q4 2019 in Review

Kingsview Wealth Management sold out of First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) in Q4 2019, closing a stake of 73,212 shares — an estimated $2.01M sold.

Kingsview Wealth Management first reported a position in FPA in Q2 2019 and held it in 2 quarters. The position peaked at $2.12M in Q2 2019. 21 funds tracked by Wall St. Rank hold FPA as of Q4 2019.

  • Kingsview Wealth Management reported no remaining First Trust Asia Pacific ex-Japan AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
  • Kingsview Wealth Management sold 73,212 First Trust Asia Pacific ex-Japan AlphaDEX Fund shares in Q4 2019, an estimated $2.01M.
  • Kingsview Wealth Management first reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund in Q2 2019 and held it in 2 quarters.
  • Kingsview Wealth Management's First Trust Asia Pacific ex-Japan AlphaDEX Fund position peaked at $2.12M in Q2 2019.
  • 21 funds tracked by Wall St. Rank held First Trust Asia Pacific ex-Japan AlphaDEX Fund as of Q4 2019.

Based on Kingsview Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.