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

Claro 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
2019
Q1 		– Sell
-300
Closed -$18K – 424
2018
Q4 		$18K Buy
+300
New +$15.8K 0.01% 564

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Claro Advisors's FDT Position: Q1 2019 in Review

Claro Advisors sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q1 2019, closing a stake of 300 shares — an estimated $18K sold.

Claro Advisors first reported a position in FDT in Q4 2018 and held it in 1 quarter. The position peaked at $18K in Q4 2018. 107 funds tracked by Wall St. Rank hold FDT as of Q1 2019.

  • Claro Advisors reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 300 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q1 2019, an estimated $18K.
  • Claro Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $18K in Q4 2018.
  • 107 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.