PI
FTW

Placemark Investments’s First Trust Taiwan AlphaDEX Fund FTW Stock Holding History

Placemark Investments’s Portfolio FTW Stock Details FTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$66K Buy
1,854
+518
+39% +$18.4K ﹤0.01% 1608
2014
Q3 		$47K Buy
+1,336
New +$50.8K ﹤0.01% 1627

Other funds holding FTW

HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
VAM
Visionary Asset Management Houston, Texas $252M AUM 3.81% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Placemark Investments's FTW Position: Q4 2014 in Review

Placemark Investments increased its First Trust Taiwan AlphaDEX Fund (FTW) stake by 39% in Q4 2014, buying an estimated $18.4K and bringing the position to 1,854 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

Placemark Investments first reported a position in FTW in Q3 2014 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold FTW as of Q4 2014.

  • Placemark Investments held 1,854 shares of First Trust Taiwan AlphaDEX Fund worth $66K as of Q4 2014.
  • Placemark Investments bought 518 First Trust Taiwan AlphaDEX Fund shares in Q4 2014, an estimated $18.4K.
  • First Trust Taiwan AlphaDEX Fund made up ﹤0.01% of Placemark Investments's portfolio in Q4 2014, its #1608 holding.
  • Placemark Investments first reported a position in First Trust Taiwan AlphaDEX Fund in Q3 2014 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held First Trust Taiwan AlphaDEX Fund as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.