SI
FTW

Stephens Inc’s First Trust Taiwan AlphaDEX Fund FTW Stock Holding History

Stephens Inc’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 		– Sell
-6,665
Closed -$235K – 888
2014
Q3 		$235K Buy
+6,665
New +$253K 0.01% 675

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

Stephens Inc's FTW Position: Q4 2014 in Review

Stephens Inc sold out of First Trust Taiwan AlphaDEX Fund (FTW) in Q4 2014, closing a stake of 6,665 shares — an estimated $235K sold.

Stephens Inc first reported a position in FTW in Q3 2014 and held it in 1 quarter. The position peaked at $235K in Q3 2014. 19 funds tracked by Wall St. Rank hold FTW as of Q4 2014.

  • Stephens Inc reported no remaining First Trust Taiwan AlphaDEX Fund position as of Q4 2014 after selling out during the quarter.
  • Stephens Inc sold 6,665 First Trust Taiwan AlphaDEX Fund shares in Q4 2014, an estimated $235K.
  • Stephens Inc first reported a position in First Trust Taiwan AlphaDEX Fund in Q3 2014 and held it in 1 quarter.
  • Stephens Inc's First Trust Taiwan AlphaDEX Fund position peaked at $235K in Q3 2014.
  • 19 funds tracked by Wall St. Rank held First Trust Taiwan AlphaDEX Fund as of Q4 2014.

Based on Stephens Inc's 13F filing for Q4 2014, filed 12 Feb 2015.