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Coppell Advisory Solutions Corp’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Coppell Advisory Solutions Corp’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 		$5M Buy
+89,156
New +$4.75M 0.94% 21
2023
Q1 		$5.85M Buy
116,050
+31,229
+37% +$1.58M 1.92% 4
2022
Q4 		$4.05M Buy
+84,821
New +$3.92M 1.37% 7

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

Coppell Advisory Solutions Corp's FDT Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q1 2024: 89,156 shares worth $5M. The stake represents 0.94% of the portfolio and ranks #21 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in FDT as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in FDT in Q4 2022 and has held it in 3 quarters since. The position peaked at $5.85M in Q1 2023. 114 funds tracked by Wall St. Rank hold FDT as of Q1 2024.

  • Coppell Advisory Solutions Corp held 89,156 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $5M as of Q1 2024.
  • First Trust Developed Markets ex-US AlphaDEX Fund was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.94% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #21 holding.
  • Coppell Advisory Solutions Corp first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2022 and has held it in 3 quarters since.
  • Coppell Advisory Solutions Corp's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $5.85M in Q1 2023.
  • 114 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.