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Raymond James Financial Services Advisors’s First Trust Asia Pacific ex-Japan AlphaDEX Fund FPA Stock Holding History

Raymond James Financial Services Advisors’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
Q1 		– Sell
-16,370
Closed -$445K – 2455
2016
Q4 		$445K Buy
+16,370
New +$464K ﹤0.01% 1588

Other funds holding FPA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Raymond James Financial Services Advisors's FPA Position: Q1 2017 in Review

Raymond James Financial Services Advisors sold out of First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) in Q1 2017, closing a stake of 16,370 shares — an estimated $445K sold.

Raymond James Financial Services Advisors first reported a position in FPA in Q4 2016 and held it in 1 quarter. The position peaked at $445K in Q4 2016. 26 funds tracked by Wall St. Rank hold FPA as of Q1 2017.

  • Raymond James Financial Services Advisors reported no remaining First Trust Asia Pacific ex-Japan AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 16,370 First Trust Asia Pacific ex-Japan AlphaDEX Fund shares in Q1 2017, an estimated $445K.
  • Raymond James Financial Services Advisors first reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund in Q4 2016 and held it in 1 quarter.
  • Raymond James Financial Services Advisors's First Trust Asia Pacific ex-Japan AlphaDEX Fund position peaked at $445K in Q4 2016.
  • 26 funds tracked by Wall St. Rank held First Trust Asia Pacific ex-Japan AlphaDEX Fund as of Q1 2017.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2017, filed 9 May 2017.