Cedar Brook Financial Partners’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Cedar Brook Financial 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
2021 Q1	–	Sell	-3,547	Closed	-$201K	–	327
2020 Q4	$201K	Sell	3,547 -1,446	-29%	-$76.9K	0.07%	305
2020 Q3	$251K	Sell	4,993 -1,873	-27%	-$93.9K	0.1%	232
2020 Q2	$322K	Sell	6,866 -146	-2%	-$6.49K	0.14%	179
2020 Q1	$279K	Buy	7,012 +376	+6%	+$18.7K	0.15%	178
2019 Q4	$369K	Sell	6,636 -5,685	-46%	-$308K	0.16%	175
2019 Q3	$645K	Sell	12,321 -10,604	-46%	-$555K	0.28%	105
2019 Q2	$1.24M	Sell	22,925 -72	-0.3%	-$3.86K	0.57%	44
2019 Q1	$1.25M	Buy	22,997 +1,605	+8%	+$85.4K	0.61%	41
2018 Q4	$1.05M	Buy	+21,392	New	+$1.13M	0.64%	41

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 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cedar Brook Financial Partners's FDT Position: Q1 2021 in Review

Cedar Brook Financial Partners sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q1 2021, closing a stake of 3,547 shares — an estimated $201K sold.

Cedar Brook Financial Partners first reported a position in FDT in Q4 2018 and held it in 9 quarters. The position peaked at $1.25M in Q1 2019. 94 funds tracked by Wall St. Rank hold FDT as of Q1 2021.

Cedar Brook Financial Partners reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
Cedar Brook Financial Partners sold 3,547 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q1 2021, an estimated $201K.
Cedar Brook Financial Partners first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2018 and held it in 9 quarters.
Cedar Brook Financial Partners's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $1.25M in Q1 2019.
94 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2021.

Based on Cedar Brook Financial Partners's 13F filing for Q1 2021, filed 11 May 2021.