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

Cypress Wealth Services’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 Q4	–	Sell	-4,000	Closed	-$209K	–	261
2019 Q3	$209K	Hold	4,000	–	–	0.06%	232
2019 Q2	$216K	Hold	4,000	–	–	0.06%	236
2019 Q1	$217K	Buy	+4,000	New	+$213K	0.07%	231

Other funds holding FDT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cypress Wealth Services's FDT Position: Q4 2019 in Review

Cypress Wealth Services sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q4 2019, closing a stake of 4,000 shares — an estimated $209K sold.

Cypress Wealth Services first reported a position in FDT in Q1 2019 and held it in 3 quarters. The position peaked at $217K in Q1 2019. 97 funds tracked by Wall St. Rank hold FDT as of Q4 2019.

Cypress Wealth Services reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
Cypress Wealth Services sold 4,000 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2019, an estimated $209K.
Cypress Wealth Services first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2019 and held it in 3 quarters.
Cypress Wealth Services's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $217K in Q1 2019.
97 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2019.

Based on Cypress Wealth Services's 13F filing for Q4 2019, filed 14 Jan 2020.