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

Beaumont Financial 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
2014 Q3	–	Sell	-42,299	Closed	-$2.24M	–	164
2014 Q2	$2.24M	Buy	+42,299	New	+$2.21M	0.16%	90
2014 Q1	–	Sell	-26,264	Closed	-$1.35M	–	139
2013 Q4	$1.35M	Buy	26,264 +14,566	+125%	+$733K	0.11%	87
2013 Q3	$582K	Buy	+11,698	New	+$557K	0.05%	100

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 Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

HFS

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

Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FAAS

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

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

Beaumont Financial Advisors's FDT Position: Q3 2014 in Review

Beaumont Financial Advisors sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q3 2014, closing a stake of 42,299 shares — an estimated $2.24M sold.

Beaumont Financial Advisors first reported a position in FDT in Q3 2013 and held it in 3 quarters. The position peaked at $2.24M in Q2 2014. 33 funds tracked by Wall St. Rank hold FDT as of Q3 2014.

Beaumont Financial Advisors reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q3 2014 after selling out during the quarter.
Beaumont Financial Advisors sold 42,299 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2014, an estimated $2.24M.
Beaumont Financial Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2013 and held it in 3 quarters.
Beaumont Financial Advisors's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $2.24M in Q2 2014.
33 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2014.

Based on Beaumont Financial Advisors's 13F filing for Q3 2014, filed 6 Nov 2014.