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

Avior Wealth 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
2024 Q1	–	Sell	-153	Closed	-$8.03K	–	3845
2023 Q4	$8.03K	Sell	153 -7,078	-98%	-$354K	﹤0.01%	1027
2023 Q3	$363K	Sell	7,231 -3,272	-31%	-$171K	0.02%	405
2023 Q2	$539K	Sell	10,503 -3,711	-26%	-$189K	0.04%	318
2023 Q1	$721K	Buy	+14,214	New	+$718K	0.05%	254

Other funds holding FDT

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Avior Wealth Management's FDT Position: Q1 2024 in Review

Avior Wealth Management sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q1 2024, closing a stake of 153 shares — an estimated $8.03K sold.

Avior Wealth Management first reported a position in FDT in Q1 2023 and held it in 4 quarters. The position peaked at $721K in Q1 2023. 114 funds tracked by Wall St. Rank hold FDT as of Q1 2024.

Avior Wealth Management reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
Avior Wealth Management sold 153 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q1 2024, an estimated $8.03K.
Avior Wealth Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2023 and held it in 4 quarters.
Avior Wealth Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $721K in Q1 2023.
114 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2024.

Based on Avior Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.