Stifel Financial
FCA icon

Stifel Financial’s First Trust China AlphaDEX Fund FCA Stock Holding History

Stifel Financial’s Portfolio FCA Stock Details FCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-9,323
Closed -$201K – 2257
2014
Q2 		$201K Sell
9,323
-288
-3% -$6.22K ﹤0.01% 1998
2014
Q1 		$209K Buy
+9,611
New +$212K ﹤0.01% 1902

Other funds holding FCA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return

Stifel Financial's FCA Position: Q3 2014 in Review

Stifel Financial sold out of First Trust China AlphaDEX Fund (FCA) in Q3 2014, closing a stake of 9,323 shares — an estimated $201K sold.

Stifel Financial first reported a position in FCA in Q1 2014 and held it in 2 quarters. The position peaked at $209K in Q1 2014. 5 funds tracked by Wall St. Rank hold FCA as of Q3 2014.

  • Stifel Financial reported no remaining First Trust China AlphaDEX Fund position as of Q3 2014 after selling out during the quarter.
  • Stifel Financial sold 9,323 First Trust China AlphaDEX Fund shares in Q3 2014, an estimated $201K.
  • Stifel Financial first reported a position in First Trust China AlphaDEX Fund in Q1 2014 and held it in 2 quarters.
  • Stifel Financial's First Trust China AlphaDEX Fund position peaked at $209K in Q1 2014.
  • 5 funds tracked by Wall St. Rank held First Trust China AlphaDEX Fund as of Q3 2014.

Based on Stifel Financial's 13F filing for Q3 2014, filed 13 Nov 2014.