LPL Financial
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LPL Financial’s First Trust China AlphaDEX Fund FCA Stock Holding History

LPL Financial’s Portfolio FCA Stock Details FCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.91M Buy
61,021
+9,587
+19% +$308K ﹤0.01% 3553
2025
Q4 		$1.45M Sell
51,434
-33,169
-39% -$955K ﹤0.01% 3697
2025
Q3 		$2.45M Buy
+84,603
New +$2.27M ﹤0.01% 3136
2025
Q2 		– Sell
-11,145
Closed -$233K – 5597
2025
Q1 		$233K Sell
11,145
-1,020
-8% -$21.1K ﹤0.01% 4753
2024
Q4 		$244K Sell
12,165
-18,096
-60% -$369K ﹤0.01% 4684
2024
Q3 		$636K Buy
+30,261
New +$571K ﹤0.01% 3796
2024
Q2 		– Sell
-55,941
Closed -$1.05M – 5060
2024
Q1 		$1.05M Buy
+55,941
New +$1.04M ﹤0.01% 3140
2023
Q2 		– Sell
-83,906
Closed -$1.83M – 4617
2023
Q1 		$1.83M Buy
+83,906
New +$1.89M ﹤0.01% 2210
2022
Q3 		– Sell
-25,783
Closed -$662K – 4450
2022
Q2 		$662K Buy
+25,783
New +$657K ﹤0.01% 2943
2021
Q3 		– Sell
-8,363
Closed -$263K – 4357
2021
Q2 		$263K Sell
8,363
-1,300
-13% -$40.2K ﹤0.01% 3689
2021
Q1 		$287K Sell
9,663
-3,226
-25% -$95.3K ﹤0.01% 3498
2020
Q4 		$371K Sell
12,889
-18,203
-59% -$503K ﹤0.01% 3029
2020
Q3 		$810K Buy
31,092
+19,279
+163% +$517K ﹤0.01% 2106
2020
Q2 		$282K Sell
11,813
-11,963
-50% -$283K ﹤0.01% 2879
2020
Q1 		$528K Sell
23,776
-6,646
-22% -$162K ﹤0.01% 2059
2019
Q4 		$820K Sell
30,422
-4,875
-14% -$124K ﹤0.01% 1983
2019
Q3 		$845K Sell
35,297
-1,439
-4% -$35.7K ﹤0.01% 1852
2019
Q2 		$964K Buy
36,736
+12,544
+52% +$332K ﹤0.01% 1751
2019
Q1 		$659K Buy
24,192
+10,191
+73% +$267K ﹤0.01% 1980
2018
Q4 		$327K Buy
14,001
+2,200
+19% +$54.9K ﹤0.01% 2398
2018
Q3 		$325K Buy
11,801
+2,700
+30% +$74.9K ﹤0.01% 2611
2018
Q2 		$263K Buy
+9,101
New +$286K ﹤0.01% 2769

Other funds holding FCA

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

LPL Financial's FCA Position: Q1 2026 in Review

LPL Financial increased its First Trust China AlphaDEX Fund (FCA) stake by 19% in Q1 2026, buying an estimated $308K and bringing the position to 61,021 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #3553.

LPL Financial first reported a position in FCA in Q2 2018 and has held it in 22 quarters since. The position peaked at $2.45M in Q3 2025. 25 funds tracked by Wall St. Rank hold FCA as of Q1 2026.

  • LPL Financial held 61,021 shares of First Trust China AlphaDEX Fund worth $1.91M as of Q1 2026.
  • LPL Financial bought 9,587 First Trust China AlphaDEX Fund shares in Q1 2026, an estimated $308K.
  • First Trust China AlphaDEX Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3553 holding.
  • LPL Financial first reported a position in First Trust China AlphaDEX Fund in Q2 2018 and has held it in 22 quarters since.
  • LPL Financial's First Trust China AlphaDEX Fund position peaked at $2.45M in Q3 2025.
  • 25 funds tracked by Wall St. Rank held First Trust China AlphaDEX Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.