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

Catalyst Wealth Management’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
2023 Q1	$1.19M	Buy	23,395 +3,809	+19%	+$192K	1.11%	37
2022 Q4	$935K	Buy	+19,586	New	+$905K	0.88%	42

Other funds holding FDT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Catalyst Wealth Management's FDT Position: Q1 2023 in Review

Catalyst Wealth Management increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 19% in Q1 2023, buying an estimated $192K and bringing the position to 23,395 shares worth $1.19M. The position accounts for 1.11% of the portfolio, ranked #37.

Catalyst Wealth Management first reported a position in FDT in Q4 2022 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold FDT as of Q1 2023.

Catalyst Wealth Management held 23,395 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $1.19M as of Q1 2023.
Catalyst Wealth Management bought 3,809 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q1 2023, an estimated $192K.
First Trust Developed Markets ex-US AlphaDEX Fund made up 1.11% of Catalyst Wealth Management's portfolio in Q1 2023, its #37 holding.
Catalyst Wealth Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2022 and has held it in 2 quarters since.
119 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.