Advisory Services Network’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Advisory Services Network’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
2023 Q2	–	Sell	-73	Closed	-$3.7K	–	2178
2023 Q1	$3.7K	Buy	+73	New	+$3.69K	﹤0.01%	3249
2021 Q3	–	Sell	-62	Closed	-$4K	–	2021
2021 Q2	$4K	Buy	+62	New	+$3.93K	﹤0.01%	3129
2021 Q1	–	Sell	-351	Closed	-$20K	–	1844
2020 Q4	$20K	Hold	351	–	–	﹤0.01%	2149
2020 Q3	$18K	Buy	+351	New	+$17.6K	﹤0.01%	2134
2020 Q2	–	Sell	-351	Closed	-$14K	–	1590
2020 Q1	$14K	Sell	351 -872	-71%	-$43.4K	﹤0.01%	2060
2019 Q4	$68K	Buy	1,223 +20	+2%	+$1.08K	﹤0.01%	1348
2019 Q3	$65K	Hold	1,203	–	–	﹤0.01%	1252
2019 Q2	$65K	Sell	1,203 -32	-3%	-$1.72K	﹤0.01%	1250
2019 Q1	$67K	Hold	1,235	–	–	﹤0.01%	1131
2018 Q4	$61K	Buy	1,235 +391	+46%	+$20.6K	0.01%	1066
2018 Q3	$50K	Sell	844 -14,460	-94%	-$858K	﹤0.01%	1228
2018 Q2	$928K	Sell	15,304 -17,551	-53%	-$1.1M	0.07%	358
2018 Q1	$2.06M	Buy	32,855 +16,745	+104%	+$1.07M	0.16%	154
2017 Q4	$1M	Buy	16,110 +7,144	+80%	+$434K	0.09%	306
2017 Q3	$530K	Sell	8,966 -687	-7%	-$39.5K	0.06%	391
2017 Q2	$533K	Buy	+9,653	New	+$524K	0.07%	365

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

RJFSA

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

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

Advisory Services Network's FDT Position: Q2 2023 in Review

Advisory Services Network sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2023, closing a stake of 73 shares — an estimated $3.7K sold.

Advisory Services Network first reported a position in FDT in Q2 2017 and held it in 16 quarters. The position peaked at $2.06M in Q1 2018. 116 funds tracked by Wall St. Rank hold FDT as of Q2 2023.

Advisory Services Network reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
Advisory Services Network sold 73 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2023, an estimated $3.7K.
Advisory Services Network first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q2 2017 and held it in 16 quarters.
Advisory Services Network's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $2.06M in Q1 2018.
116 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.