B. Riley Wealth Advisors’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $312K | Sell |
5,767
-605
| -9% | -$32.7K | 0.01% | 859 |
|
|
2024
Q3 | $365K | Sell |
6,372
-4,034
| -39% | -$231K | 0.01% | 864 |
|
|
2024
Q2 | $573K | Sell |
10,406
-6,718
| -39% | -$370K | 0.01% | 755 |
|
|
2024
Q1 | $860K | Buy |
17,124
+4,499
| +36% | +$226K | 0.02% | 573 |
|
|
2023
Q4 | $663K | Sell |
12,625
-4,499
| -26% | -$236K | 0.02% | 684 |
|
|
2023
Q3 | $860K | Buy |
17,124
+2,586
| +18% | +$130K | 0.02% | 573 |
|
|
2023
Q2 | $747K | Sell |
14,538
-271
| -2% | -$13.9K | 0.02% | 677 |
|
|
2023
Q1 | $751K | Buy |
14,809
+3,509
| +31% | +$178K | 0.02% | 642 |
|
|
2022
Q4 | $539K | Buy |
11,300
+477
| +4% | +$22.8K | 0.02% | 753 |
|
|
2022
Q3 | $454K | Buy |
10,823
+1,325
| +14% | +$55.6K | 0.01% | 800 |
|
|
2022
Q2 | $455K | Buy |
9,498
+426
| +5% | +$20.4K | 0.02% | 699 |
|
|
2022
Q1 | $525K | Buy |
9,072
+235
| +3% | +$13.6K | 0.02% | 723 |
|
|
2021
Q4 | $537K | Buy |
8,837
+655
| +8% | +$39.8K | 0.02% | 768 |
|
|
2021
Q3 | $499K | Buy |
8,182
+800
| +11% | +$48.8K | 0.02% | 779 |
|
|
2021
Q2 | $463K | Buy |
7,382
+2,162
| +41% | +$136K | 0.02% | 803 |
|
|
2021
Q1 | $314K | Buy |
+5,220
| New | +$314K | 0.01% | 970 |
|