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Legacy Private Trust’s First Trust Asia Pacific ex-Japan AlphaDEX Fund FPA Stock Holding History

Legacy Private Trust’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
2018
Q2 		– Sell
-13,316
Closed -$480K – 223
2018
Q1 		$480K Buy
13,316
+2,357
+22% +$86.2K 0.06% 178
2017
Q4 		$391K Buy
+10,959
New +$382K 0.05% 180

Other funds holding FPA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $128M AUM

Legacy Private Trust's FPA Position: Q2 2018 in Review

Legacy Private Trust sold out of First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) in Q2 2018, closing a stake of 13,316 shares — an estimated $480K sold.

Legacy Private Trust first reported a position in FPA in Q4 2017 and held it in 2 quarters. The position peaked at $480K in Q1 2018. 23 funds tracked by Wall St. Rank hold FPA as of Q2 2018.

  • Legacy Private Trust reported no remaining First Trust Asia Pacific ex-Japan AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
  • Legacy Private Trust sold 13,316 First Trust Asia Pacific ex-Japan AlphaDEX Fund shares in Q2 2018, an estimated $480K.
  • Legacy Private Trust first reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund in Q4 2017 and held it in 2 quarters.
  • Legacy Private Trust's First Trust Asia Pacific ex-Japan AlphaDEX Fund position peaked at $480K in Q1 2018.
  • 23 funds tracked by Wall St. Rank held First Trust Asia Pacific ex-Japan AlphaDEX Fund as of Q2 2018.

Based on Legacy Private Trust's 13F filing for Q2 2018, filed 13 Jul 2018.