Acorn Wealth Advisors’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Acorn Wealth Advisors’s Portfolio FDT Stock Details FDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-4,792	Closed	-$253K	–	116
2018 Q3	$253K	Sell	4,792 -432	-8%	-$25.6K	0.25%	96
2018 Q2	$309K	Buy	5,224 +2,657	+104%	+$167K	0.26%	78
2018 Q1	$161K	Buy	2,567 +77	+3%	+$4.92K	0.14%	122
2017 Q4	$161K	Buy	+2,490	New	+$151K	0.15%	117

Other funds holding FDT

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Acorn Wealth Advisors's FDT Position: Q4 2018 in Review

Acorn Wealth Advisors sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q4 2018, closing a stake of 4,792 shares — an estimated $253K sold.

Acorn Wealth Advisors first reported a position in FDT in Q4 2017 and held it in 4 quarters. The position peaked at $309K in Q2 2018. 99 funds tracked by Wall St. Rank hold FDT as of Q4 2018.

Acorn Wealth Advisors reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 4,792 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2018, an estimated $253K.
Acorn Wealth Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2017 and held it in 4 quarters.
Acorn Wealth Advisors's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $309K in Q2 2018.
99 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2018.

Based on Acorn Wealth Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.