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

Destiny Wealth Partners’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
2021
Q2 		– Sell
-401
Closed -$24K – 294
2021
Q1 		$24K Hold
401
– – 0.01% 344
2020
Q4 		$23K Buy
+401
New +$21.3K ﹤0.01% 349

Other funds holding FDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Destiny Wealth Partners's FDT Position: Q2 2021 in Review

Destiny Wealth Partners sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2021, closing a stake of 401 shares — an estimated $24K sold.

Destiny Wealth Partners first reported a position in FDT in Q4 2020 and held it in 2 quarters. The position peaked at $24K in Q1 2021. 94 funds tracked by Wall St. Rank hold FDT as of Q2 2021.

  • Destiny Wealth Partners reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
  • Destiny Wealth Partners sold 401 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2021, an estimated $24K.
  • Destiny Wealth Partners first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2020 and held it in 2 quarters.
  • Destiny Wealth Partners's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $24K in Q1 2021.
  • 94 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2021.

Based on Destiny Wealth Partners's 13F filing for Q2 2021, filed 27 Jul 2021.