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First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) Institutional Ownership

$27.92 +0.03 (+0.11%)
(As of 12/24/2024 02:20 PM ET)

Institutional Ownership Changes (13F Filings) for First Trust Asia Pacific ex-Japan AlphaDEX Fund (NASDAQ:FPA)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$1.17M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$189.30K
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FPA Institutional Buying and Selling by Quarter

First Trust Asia Pacific ex-Japan AlphaDEX Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/5/2024 Waverton Investment Management Ltd138,050$4.21M0.1%-0.5%27.610%
10/23/2024 Walker Asset Management LLC6,946$212K0.1%N/A1.389%
8/12/2024 RPg Family Wealth Advisory LLC24,483$686K0.2%N/A4.897%
8/5/2024 Waverton Investment Management Ltd138,700$3.91M0.1%-1.8%27.740%
4/11/2024 SignalPoint Asset Management LLC29,439$815K0.2%-2.3%5.888%
4/10/2024 Walker Asset Management LLC7,272$201K0.1%N/A1.454%
2/13/2024 Rathbones Group PLC17,628$480K0.0%-14.4%2.712%
2/2/2024 Atria Wealth Solutions Inc.24,435$666K0.0%+12.5%3.759%
11/13/2023 Rathbones Group PLC20,586$526K0.0%+4.0%3.167%
11/8/2023 Atria Wealth Solutions Inc.21,716$554K0.0%+7.8%3.341%
8/14/2023 Vivaldi Capital Management LP10,185$270K0.1%-28.0%1.567%
8/4/2023 Rathbones Group PLC19,797$525K0.0%+3.6%3.046%
8/3/2023 Atria Wealth Solutions Inc.20,136$534K0.0%+10.4%3.098%
7/31/2023 LPL Financial LLC52,358$1.39M0.0%+26.4%8.055%
4/27/2023Benjamin F. Edwards & Company Inc.3,234$87K0.0%-27.1%0.498%
4/27/2023 Waverton Investment Management Ltd138,240$3.71M0.1%N/A21.268%
4/19/2023 RPg Family Wealth Advisory LLC21,653$581K0.3%N/A3.331%
4/11/2023 Walker Asset Management LLC7,611$204K0.2%N/A1.171%
2/13/2023 Atria Wealth Solutions Inc.18,235$466K0.0%+2.7%4.052%
2/7/2023Benjamin F. Edwards & Company Inc.4,435$113K0.0%-9.5%0.986%
1/27/2023 SignalPoint Asset Management LLC31,013$793K0.3%-1.7%6.892%
11/3/2022 Rathbones Group Plc20,306$458K0.0%-7.7%4.061%
10/28/2022Benjamin F. Edwards & Company Inc.4,903$111K0.0%+38.9%0.981%
7/29/2022 Walker Asset Management LLC445,792$12.83M1.1%N/A89.158%
7/25/2022 SignalPoint Asset Management LLC31,874$829K0.3%+6.2%6.375%
7/25/2022 Walker Asset Management LLC445,792$12.83M0.2%N/A89.158%
5/11/2022 Rathbones Group PLC24,967$764K0.0%-3.7%4.993%
5/9/2022 SignalPoint Asset Management LLC30,005$919K0.3%+2.1%6.001%
2/14/2022 Vivaldi Capital Management LP155,823$4.85M1.1%+1.6%31.165%
2/10/2022 Rathbones Group PLC25,933$807K0.0%+13.3%5.187%
1/31/2022 SignalPoint Asset Management LLC29,378$914K0.3%-19.6%5.876%
11/16/2021 UBS Group AG262,893$8.50M0.0%+5,742.1%30.929%
11/4/2021 Rathbone Brothers plc22,879$740K0.0%+18.5%2.692%
11/2/2021Benjamin F. Edwards & Company Inc.19,947$645K0.0%+11.0%2.347%
8/17/2021 Citadel Advisors LLC86,286$3.13M0.0%+36.7%12.327%
8/16/2021 RPg Family Wealth Advisory LLC16,588$596K0.2%N/A2.370%
8/13/2021 LPL Financial LLC52,338$1.88M0.0%+29.8%7.477%
8/11/2021 Susquehanna International Group LLP8,224$298K0.0%-30.8%1.175%
8/3/2021 SignalPoint Asset Management LLC36,701$1.32M0.4%-5.2%6.117%
8/2/2021 Advisor Group Holdings Inc.1,722$62K0.0%+138.5%0.287%
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8/1/2021 Rathbone Brothers plc19,305$701K0.0%-9.4%3.218%
(Data available from 1/1/2016 forward)

FPA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FPA shares?

During the previous two years, 9 institutional investors and hedge funds held shares of First Trust Asia Pacific ex-Japan AlphaDEX Fund. The most heavily invested institutionals were Waverton Investment Management Ltd ($4.21M), LPL Financial LLC ($1.39M), SignalPoint Asset Management LLC ($815K), RPg Family Wealth Advisory LLC ($686K), Atria Wealth Solutions Inc. ($666K), Rathbones Group PLC ($480K), and Vivaldi Capital Management LP ($270K).Learn more on FPA's institutional investors.

Which institutional investors have been buying First Trust Asia Pacific ex-Japan AlphaDEX Fund stock?

The following institutional investors have purchased First Trust Asia Pacific ex-Japan AlphaDEX Fund stock in the last 24 months: Waverton Investment Management Ltd ($138.24K), RPg Family Wealth Advisory LLC ($46.14K), Walker Asset Management LLC ($21.83K), LPL Financial LLC ($10.93K), Atria Wealth Solutions Inc. ($6.68K), and Rathbones Group PLC ($1.48K).

How much institutional buying is happening at First Trust Asia Pacific ex-Japan AlphaDEX Fund?

Institutional investors have bought a total of 225,296 shares in the last 24 months. This purchase volume represents approximately $10.60M in transactions.

Which First Trust Asia Pacific ex-Japan AlphaDEX Fund major shareholders have been selling company stock?

The following institutional investors have sold First Trust Asia Pacific ex-Japan AlphaDEX Fund stock in the last 24 months: Vivaldi Capital Management LP ($3.97K), Waverton Investment Management Ltd ($3.15K), Rathbones Group PLC ($2.96K), Benjamin F. Edwards & Company Inc. ($1.67K), and SignalPoint Asset Management LLC ($1.23K).

How much institutional selling is happening at First Trust Asia Pacific ex-Japan AlphaDEX Fund?

Institutional investors have sold a total of 12,970 shares in the last 24 months. This volume of shares sold represents approximately $410.65K in transactions.



This page (NASDAQ:FPA) was last updated on 12/25/2024 by MarketBeat.com Staff
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