AWAG
FDT icon

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

ARS Wealth Advisors Group’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
2022
Q3 		– Sell
-4,382
Closed -$210K – 151
2022
Q2 		$210K Buy
+4,382
New +$235K 0.03% 149

Other funds holding FDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ARS Wealth Advisors Group's FDT Position: Q3 2022 in Review

ARS Wealth Advisors Group sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q3 2022, closing a stake of 4,382 shares — an estimated $210K sold.

ARS Wealth Advisors Group first reported a position in FDT in Q2 2022 and held it in 1 quarter. The position peaked at $210K in Q2 2022. 93 funds tracked by Wall St. Rank hold FDT as of Q3 2022.

  • ARS Wealth Advisors Group reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
  • ARS Wealth Advisors Group sold 4,382 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2022, an estimated $210K.
  • ARS Wealth Advisors Group first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q2 2022 and held it in 1 quarter.
  • ARS Wealth Advisors Group's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $210K in Q2 2022.
  • 93 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2022.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2022, filed 8 Nov 2022.