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

Axxcess 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
2022
Q3 		– Sell
-4,587
Closed -$220K – 567
2022
Q2 		$220K Buy
4,587
+156
+4% +$8.37K 0.02% 477
2022
Q1 		$256K Buy
+4,431
New +$257K 0.02% 518

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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

Axxcess Wealth Management's FDT Position: Q3 2022 in Review

Axxcess Wealth Management sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q3 2022, closing a stake of 4,587 shares — an estimated $220K sold.

Axxcess Wealth Management first reported a position in FDT in Q1 2022 and held it in 2 quarters. The position peaked at $256K in Q1 2022. 93 funds tracked by Wall St. Rank hold FDT as of Q3 2022.

  • Axxcess Wealth Management reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 4,587 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2022, an estimated $220K.
  • Axxcess Wealth Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2022 and held it in 2 quarters.
  • Axxcess Wealth Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $256K in Q1 2022.
  • 93 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2022.

Based on Axxcess Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.