Ausdal Financial Partners’s First Trust Developed Markets ex-US Small Cap AlphaDEX Fund FDTS Stock Holding History

Ausdal Financial Partners’s Portfolio FDTS Stock Details FDTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-11,925	Closed	-$498K	–	290
2018 Q3	$498K	Hold	11,925	–	–	0.14%	192
2018 Q2	$498K	Hold	11,925	–	–	0.15%	191
2018 Q1	$519K	Hold	11,925	–	–	0.18%	169
2017 Q4	$529K	Hold	11,925	–	–	0.19%	163
2017 Q3	$491K	Hold	11,925	–	–	0.19%	149
2017 Q2	$457K	Hold	11,925	–	–	0.2%	148
2017 Q1	$426K	Sell	11,925 -60	-0.5%	-$2.1K	0.19%	134
2016 Q4	$400K	Hold	11,985	–	–	0.19%	140
2016 Q3	$419K	Sell	11,985 -410	-3%	-$13.9K	0.21%	134
2016 Q2	$397K	Hold	12,395	–	–	0.2%	130
2016 Q1	$398K	Hold	12,395	–	–	0.23%	122
2015 Q4	$411K	Buy	+12,395	New	+$412K	0.21%	117

Other funds holding FDTS

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

CWA

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Ausdal Financial Partners's FDTS Position: Q4 2018 in Review

Ausdal Financial Partners sold out of First Trust Developed Markets ex-US Small Cap AlphaDEX Fund (FDTS) in Q4 2018, closing a stake of 11,925 shares — an estimated $498K sold.

Ausdal Financial Partners first reported a position in FDTS in Q4 2015 and held it in 12 quarters. The position peaked at $529K in Q4 2017. 15 funds tracked by Wall St. Rank hold FDTS as of Q4 2018.

Ausdal Financial Partners reported no remaining First Trust Developed Markets ex-US Small Cap AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
Ausdal Financial Partners sold 11,925 First Trust Developed Markets ex-US Small Cap AlphaDEX Fund shares in Q4 2018, an estimated $498K.
Ausdal Financial Partners first reported a position in First Trust Developed Markets ex-US Small Cap AlphaDEX Fund in Q4 2015 and held it in 12 quarters.
Ausdal Financial Partners's First Trust Developed Markets ex-US Small Cap AlphaDEX Fund position peaked at $529K in Q4 2017.
15 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US Small Cap AlphaDEX Fund as of Q4 2018.

Based on Ausdal Financial Partners's 13F filing for Q4 2018, filed 11 Feb 2019.