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Safeguard Investment Advisory Group’s First Trust Asia Pacific ex-Japan AlphaDEX Fund FPA Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-8
Closed – – 299
2020
Q4 		$0 Buy
+8
New +$232 ﹤0.01% 741

Other funds holding FPA

VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Safeguard Investment Advisory Group's FPA Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) in Q1 2021, closing a stake of 8 shares.

Safeguard Investment Advisory Group first reported a position in FPA in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 18 funds tracked by Wall St. Rank hold FPA as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining First Trust Asia Pacific ex-Japan AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 8 First Trust Asia Pacific ex-Japan AlphaDEX Fund shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's First Trust Asia Pacific ex-Japan AlphaDEX Fund position peaked at $0 in Q4 2020.
  • 18 funds tracked by Wall St. Rank held First Trust Asia Pacific ex-Japan AlphaDEX Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.