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

Clearview Wealth 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
2023 Q3	–	Sell	-181	Closed	-$9.28K	–	288
2023 Q2	$9.28K	Buy	181 +4	+2%	+$204	0.01%	373
2023 Q1	$9.01K	Buy	177 +1	+0.6%	+$51	0.01%	382
2022 Q4	$8.45K	Hold	176	–	–	0.01%	351
2022 Q3	$7K	Buy	176 +1	+0.6%	+$47	0.01%	374
2022 Q2	$8K	Buy	175 +2	+1%	+$107	0.01%	382
2022 Q1	$10K	Sell	173 -249	-59%	-$14.5K	0.01%	381
2021 Q4	$26K	Sell	422 -1	-0.2%	-$61	0.02%	300
2021 Q3	$26K	Buy	423 +1	+0.2%	+$63	0.02%	304
2021 Q2	$26K	Hold	422	–	–	0.02%	308
2021 Q1	$25K	Hold	422	–	–	0.02%	307
2020 Q4	$24K	Buy	+422	New	+$22.4K	0.02%	284

Other funds holding FDT

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Clearview Wealth Advisors's FDT Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q3 2023, closing a stake of 181 shares — an estimated $9.28K sold.

Clearview Wealth Advisors first reported a position in FDT in Q4 2020 and held it in 11 quarters. The position peaked at $26K in Q4 2021. 119 funds tracked by Wall St. Rank hold FDT as of Q3 2023.

Clearview Wealth Advisors reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 181 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2023, an estimated $9.28K.
Clearview Wealth Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $26K in Q4 2021.
119 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.