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

Bridgeworth’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
2018
Q3 		– Sell
-574
Closed -$34K – 266
2018
Q2 		$34K Buy
+574
New +$36K 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
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 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
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Bridgeworth's FDT Position: Q3 2018 in Review

Bridgeworth sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q3 2018, closing a stake of 574 shares — an estimated $34K sold.

Bridgeworth first reported a position in FDT in Q2 2018 and held it in 1 quarter. The position peaked at $34K in Q2 2018. 100 funds tracked by Wall St. Rank hold FDT as of Q3 2018.

  • Bridgeworth reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 574 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2018, an estimated $34K.
  • Bridgeworth first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $34K in Q2 2018.
  • 100 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.