Coppell Advisory Solutions’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.8M | Sell |
41,054
-9,266
| -18% | -$633K | 0.33% | 58 |
|
2025
Q1 | $3.08M | Sell |
50,320
-51,590
| -51% | -$3.16M | 0.43% | 43 |
|
2024
Q4 | $5.51M | Buy |
101,910
+10,314
| +11% | +$558K | 0.77% | 22 |
|
2024
Q3 | $5.33M | Buy |
91,596
+4
| +0% | +$233 | 0.78% | 26 |
|
2024
Q2 | $5.04M | Buy |
+91,592
| New | +$5.04M | 0.83% | 24 |
|
2023
Q4 | $4.79M | Buy |
91,186
+6,365
| +8% | +$334K | 0.95% | 23 |
|
2023
Q3 | $4.05M | Buy |
84,821
+1,488
| +2% | +$71K | 1.39% | 7 |
|
2023
Q2 | $4.21M | Sell |
83,333
-32,717
| -28% | -$1.65M | 1.19% | 17 |
|
2023
Q1 | $5.85M | Buy |
116,050
+31,229
| +37% | +$1.58M | 1.92% | 4 |
|
2022
Q4 | $4.05M | Buy |
+84,821
| New | +$4.05M | 1.37% | 7 |
|
2020
Q4 | $843K | Buy |
+14,917
| New | +$843K | 0.43% | 62 |
|