BWA
FDT icon

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

BDO Wealth Advisors’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
2017
Q4 		– Sell
-100
Closed -$6K – 485
2017
Q3 		$6K Buy
+100
New +$5.76K ﹤0.01% 328

Other funds holding FDT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BDO Wealth Advisors's FDT Position: Q4 2017 in Review

BDO Wealth Advisors sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q4 2017, closing a stake of 100 shares — an estimated $6K sold.

BDO Wealth Advisors first reported a position in FDT in Q3 2017 and held it in 1 quarter. The position peaked at $6K in Q3 2017. 85 funds tracked by Wall St. Rank hold FDT as of Q4 2017.

  • BDO Wealth Advisors reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q4 2017 after selling out during the quarter.
  • BDO Wealth Advisors sold 100 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2017, an estimated $6K.
  • BDO Wealth Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2017 and held it in 1 quarter.
  • BDO Wealth Advisors's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $6K in Q3 2017.
  • 85 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2017.

Based on BDO Wealth Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.