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Aviance Capital Management’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Aviance Capital Management’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
2018
Q2 		– Sell
-176
Closed -$11K – 224
2018
Q1 		$11K Buy
+176
New +$11.2K ﹤0.01% 225

Other funds holding FDT

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Aviance Capital Management's FDT Position: Q2 2018 in Review

Aviance Capital Management sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2018, closing a stake of 176 shares — an estimated $11K sold.

Aviance Capital Management first reported a position in FDT in Q1 2018 and held it in 1 quarter. The position peaked at $11K in Q1 2018. 111 funds tracked by Wall St. Rank hold FDT as of Q2 2018.

  • Aviance Capital Management reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
  • Aviance Capital Management sold 176 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2018, an estimated $11K.
  • Aviance Capital Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2018 and held it in 1 quarter.
  • Aviance Capital Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $11K in Q1 2018.
  • 111 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2018.

Based on Aviance Capital Management's 13F filing for Q2 2018, filed 9 Aug 2018.