CA
FDT icon

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

Cetera 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
2024
Q1 		$2.84M Buy
50,646
+34,928
+222% +$1.86M 0.02% 660
2023
Q4 		$825K Buy
15,718
+1,067
+7% +$53.4K 0.01% 854
2023
Q3 		$736K Sell
14,651
-201
-1% -$10.5K 0.01% 864
2023
Q2 		$763K Sell
14,852
-2,459
-14% -$126K 0.01% 836
2023
Q1 		$877K Buy
17,311
+84
+0.5% +$4.24K 0.01% 746
2022
Q4 		$822K Buy
+17,227
New +$796K 0.01% 745
2022
Q2 		– Sell
-4,441
Closed -$257K – 1404
2022
Q1 		$257K Sell
4,441
-15,826
-78% -$919K 0.01% 1178
2021
Q4 		$1.23M Buy
20,267
+6,794
+50% +$416K 0.02% 529
2021
Q3 		$821K Buy
13,473
+8,957
+198% +$564K 0.02% 682
2021
Q2 		$283K Sell
4,516
-180
-4% -$11.4K 0.01% 1075
2021
Q1 		$282K Hold
4,696
– – 0.01% 980
2020
Q4 		$265K Sell
4,696
-248
-5% -$13.2K 0.01% 874
2020
Q3 		$249K Hold
4,944
– – 0.01% 809
2020
Q2 		$232K Sell
4,944
-340
-6% -$15.1K 0.01% 790
2020
Q1 		$210K Sell
5,284
-3,813
-42% -$190K 0.01% 712
2019
Q4 		$508K Sell
9,097
-2,768
-23% -$150K 0.02% 558
2019
Q3 		$619K Buy
11,865
+138
+1% +$7.22K 0.03% 475
2019
Q2 		$632K Buy
11,727
+5,563
+90% +$298K 0.03% 492
2019
Q1 		$337K Sell
6,164
-481
-7% -$25.6K 0.02% 609
2018
Q4 		$323K Sell
6,645
-1,060
-14% -$55.8K 0.02% 612
2018
Q3 		$459K Buy
+7,705
New +$457K 0.02% 597

Other funds holding FDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Advisors's FDT Position: Q1 2024 in Review

Cetera Advisors increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 222% in Q1 2024, buying an estimated $1.86M and bringing the position to 50,646 shares worth $2.84M. The position accounts for 0.02% of the portfolio, ranked #660.

Cetera Advisors first reported a position in FDT in Q3 2018 and has held it in 21 quarters since. 114 funds tracked by Wall St. Rank hold FDT as of Q1 2024.

  • Cetera Advisors held 50,646 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $2.84M as of Q1 2024.
  • Cetera Advisors bought 34,928 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q1 2024, an estimated $1.86M.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #660 holding.
  • Cetera Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2018 and has held it in 21 quarters since.
  • 114 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.