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

B. Riley 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
2014
Q2 		– Sell
-1,980
Closed -$104K – 1116
2014
Q1 		$104K Buy
+1,980
New +$101K 0.08% 309

Other funds holding FDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

B. Riley Wealth Management's FDT Position: Q2 2014 in Review

B. Riley Wealth Management sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2014, closing a stake of 1,980 shares — an estimated $104K sold.

B. Riley Wealth Management first reported a position in FDT in Q1 2014 and held it in 1 quarter. The position peaked at $104K in Q1 2014. 31 funds tracked by Wall St. Rank hold FDT as of Q2 2014.

  • B. Riley Wealth Management reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,980 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2014, an estimated $104K.
  • B. Riley Wealth Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $104K in Q1 2014.
  • 31 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2014.

Based on B. Riley Wealth Management's 13F filing for Q2 2014, filed 17 Jul 2014.