Baird’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Baird’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
2015 Q1	$3.98M	Buy	78,417 +7,020	+10%	+$345K	0.04%	391
2014 Q4	$3.38M	Buy	71,397 +12,793	+22%	+$613K	0.04%	431
2014 Q3	$2.92M	Buy	58,604 +16,322	+39%	+$848K	0.04%	366
2014 Q2	$2.24M	Buy	42,282 +26,282	+164%	+$1.38M	0.03%	456
2014 Q1	$836K	Sell	16,000 -7,236	-31%	-$370K	0.01%	681
2013 Q4	$1.2M	Buy	23,236 +5,585	+32%	+$281K	0.02%	570
2013 Q3	$878K	Buy	+17,651	New	+$841K	0.02%	623

Other funds holding FDT

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HFS

HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

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

VFS

VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird's FDT Position: Q1 2015 in Review

Baird increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 9.8% in Q1 2015, buying an estimated $345K and bringing the position to 78,417 shares worth $3.98M. The position accounts for 0.04% of the portfolio, ranked #391.

Baird first reported a position in FDT in Q3 2013 and has held it in 7 quarters since. 33 funds tracked by Wall St. Rank hold FDT as of Q1 2015.

Baird held 78,417 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $3.98M as of Q1 2015.
Baird bought 7,020 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q1 2015, an estimated $345K.
First Trust Developed Markets ex-US AlphaDEX Fund made up 0.04% of Baird's portfolio in Q1 2015, its #391 holding.
Baird first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2013 and has held it in 7 quarters since.
33 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.