Advisornet Financial’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Advisornet Financial’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
2024 Q4	–	Sell	-36	Closed	-$2.02K	–	2049
2024 Q3	$2.08K	Hold	36	–	–	﹤0.01%	1748
2024 Q2	$1.98K	Hold	36	–	–	﹤0.01%	1642
2024 Q1	$2.02K	Hold	36	–	–	﹤0.01%	1599
2023 Q4	$1.89K	Hold	36	–	–	﹤0.01%	1728
2023 Q3	$1.81K	Hold	36	–	–	﹤0.01%	1661
2023 Q2	$1.85K	Hold	36	–	–	﹤0.01%	1739
2023 Q1	$1.82K	Hold	36	–	–	﹤0.01%	1732
2022 Q4	$1.72K	Hold	36	–	–	﹤0.01%	1704
2022 Q3	$2K	Hold	36	–	–	﹤0.01%	1669
2022 Q2	$2K	Hold	36	–	–	﹤0.01%	1687
2022 Q1	$2K	Hold	36	–	–	﹤0.01%	1776
2021 Q4	$2K	Hold	36	–	–	﹤0.01%	1808
2021 Q3	$2K	Buy	+36	New	+$2.27K	﹤0.01%	1745

Other funds holding FDT

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Advisornet Financial's FDT Position: Q4 2024 in Review

Advisornet Financial sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q4 2024, closing a stake of 36 shares — an estimated $2.02K sold.

Advisornet Financial first reported a position in FDT in Q3 2021 and held it in 13 quarters. The position peaked at $2.08K in Q3 2024. 125 funds tracked by Wall St. Rank hold FDT as of Q4 2024.

Advisornet Financial reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
Advisornet Financial sold 36 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2024, an estimated $2.02K.
Advisornet Financial first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2021 and held it in 13 quarters.
Advisornet Financial's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $2.08K in Q3 2024.
125 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.