Arkadios Wealth Advisors’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Sell |
8,486
-1,189
| -12% | -$81.8K | 0.02% | 771 |
|
|
2025
Q1 | $564K | Buy |
9,675
+212
| +2% | +$12.3K | 0.02% | 664 |
|
|
2024
Q4 | $512K | Buy |
9,463
+5,358
| +131% | +$290K | 0.03% | 536 |
|
|
2024
Q3 | $237K | Sell |
4,105
-192
| -4% | -$11.1K | 0.01% | 783 |
|
|
2024
Q2 | $237K | Sell |
4,297
-435
| -9% | -$24K | 0.02% | 711 |
|
|
2024
Q1 | $266K | Sell |
4,732
-100
| -2% | -$5.61K | 0.02% | 578 |
|
|
2023
Q4 | $254K | Sell |
4,832
-129
| -3% | -$6.77K | 0.02% | 578 |
|
|
2023
Q3 | $249K | Sell |
4,961
-1,571
| -24% | -$78.9K | 0.02% | 552 |
|
|
2023
Q2 | $335K | Buy |
6,532
+696
| +12% | +$35.7K | 0.04% | 413 |
|
|
2023
Q1 | $296K | Buy |
5,836
+468
| +9% | +$23.7K | 0.04% | 438 |
|
|
2022
Q4 | $256K | Buy |
+5,368
| New | +$256K | 0.03% | 447 |
|
|
2021
Q4 | – | Sell |
-282
| Closed | -$17K | – | 965 |
|
|
2021
Q3 | $17K | Sell |
282
-6,818
| -96% | -$411K | ﹤0.01% | 1272 |
|
|
2021
Q2 | $444K | Buy |
7,100
+163
| +2% | +$10.2K | 0.05% | 360 |
|
|
2021
Q1 | $417K | Buy |
6,937
+154
| +2% | +$9.26K | 0.07% | 285 |
|
|
2020
Q4 | $383K | Buy |
+6,783
| New | +$383K | 0.08% | 226 |
|
|
2020
Q3 | – | Sell |
-51
| Closed | -$2.53K | – | 1040 |
|
|
2020
Q2 | $2.53K | Sell |
51
-3,481
| -99% | -$172K | ﹤0.01% | 858 |
|
|
2020
Q1 | $141K | Sell |
3,532
-437
| -11% | -$17.4K | 0.09% | 187 |
|
|
2019
Q4 | $218K | Buy |
+3,969
| New | +$218K | 0.13% | 144 |
|