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

Steward Partners Investment Advisory’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
2026 Q1	$4.35K	Hold	100	–	–	﹤0.01%	3843
2025 Q4	$3.74K	Hold	100	–	–	﹤0.01%	3779
2025 Q3	$3.74K	Buy	+100	New	+$3.66K	﹤0.01%	3744
2020 Q1	–	Sell	-12	Closed	–	–	2562
2019 Q4	$0	Hold	12	–	–	﹤0.01%	2639
2019 Q3	$0	Hold	12	–	–	﹤0.01%	2665
2019 Q2	$0	Buy	+12	New	+$355	﹤0.01%	2635
2018 Q4	–	Sell	-12	Closed	–	–	1256
2018 Q3	$0	Sell	12 -115	-91%	-$3.65K	﹤0.01%	2622
2018 Q2	$4K	Hold	127	–	–	﹤0.01%	2060
2018 Q1	$4K	Sell	127 -20	-14%	-$731	﹤0.01%	1841
2017 Q4	$5K	Hold	147	–	–	﹤0.01%	1502
2017 Q3	$4K	Hold	147	–	–	﹤0.01%	1347
2017 Q2	$4K	Buy	147 +20	+16%	+$636	﹤0.01%	1270
2017 Q1	$3K	Buy	+127	New	+$3.78K	﹤0.01%	1227

Other funds holding FPA

LCAM

London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Dunhill Financial London, United Kingdom $424M AUM 16.79% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RPG

Risk Paradigm Group Austin, Texas $117M AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Steward Partners Investment Advisory's FPA Position: Q1 2026 in Review

Steward Partners Investment Advisory held its First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) position steady in Q1 2026 at 100 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #3843.

Steward Partners Investment Advisory first reported a position in FPA in Q1 2017 and has held it in 13 quarters since. The position peaked at $5K in Q4 2017. 14 funds tracked by Wall St. Rank hold FPA as of Q1 2026.

Steward Partners Investment Advisory held 100 shares of First Trust Asia Pacific ex-Japan AlphaDEX Fund worth $4.35K as of Q1 2026.
Steward Partners Investment Advisory left its First Trust Asia Pacific ex-Japan AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Asia Pacific ex-Japan AlphaDEX Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3843 holding.
Steward Partners Investment Advisory first reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund in Q1 2017 and has held it in 13 quarters since.
Steward Partners Investment Advisory's First Trust Asia Pacific ex-Japan AlphaDEX Fund position peaked at $5K in Q4 2017.
14 funds tracked by Wall St. Rank held First Trust Asia Pacific ex-Japan AlphaDEX Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.