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

Baldwin Wealth Partners’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
2019 Q3	–	Sell	-416	Closed	-$22K	–	527
2019 Q2	$22K	Hold	416	–	–	﹤0.01%	390
2019 Q1	$23K	Hold	416	–	–	﹤0.01%	380
2018 Q4	$20K	Hold	416	–	–	﹤0.01%	381
2018 Q3	$25K	Hold	416	–	–	﹤0.01%	385
2018 Q2	$25K	Buy	+416	New	+$26.1K	﹤0.01%	378

Other funds holding FDT

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Baldwin Wealth Partners's FDT Position: Q3 2019 in Review

Baldwin Wealth Partners sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q3 2019, closing a stake of 416 shares — an estimated $22K sold.

Baldwin Wealth Partners first reported a position in FDT in Q2 2018 and held it in 5 quarters. The position peaked at $25K in Q3 2018. 95 funds tracked by Wall St. Rank hold FDT as of Q3 2019.

Baldwin Wealth Partners reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
Baldwin Wealth Partners sold 416 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2019, an estimated $22K.
Baldwin Wealth Partners first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q2 2018 and held it in 5 quarters.
Baldwin Wealth Partners's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $25K in Q3 2018.
95 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2019.

Based on Baldwin Wealth Partners's 13F filing for Q3 2019, filed 10 Oct 2019.