Financial Advocates Investment Management’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Financial Advocates Investment Management’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 Q4	–	Sell	-3,389	Closed	-$207K	–	780
2021 Q3	$207K	Sell	3,389 -426	-11%	-$26.8K	0.01%	699
2021 Q2	$239K	Sell	3,815 -579	-13%	-$36.7K	0.02%	659
2021 Q1	$264K	Sell	4,394 -393	-8%	-$23.3K	0.02%	642
2020 Q4	$271K	Sell	4,787 -499	-9%	-$26.5K	0.02%	592
2020 Q3	$266K	Sell	5,286 -46,542	-90%	-$2.33M	0.02%	502
2020 Q2	$2.43M	Buy	51,828 +219	+0.4%	+$9.73K	0.23%	105
2020 Q1	$2.06M	Buy	51,609 +47,580	+1,181%	+$2.37M	0.29%	86
2019 Q4	$224K	Buy	+4,029	New	+$218K	0.02%	459
2018 Q4	–	Sell	-6,708	Closed	-$398K	–	448
2018 Q3	$398K	Buy	6,708 +6	+0.1%	+$356	0.04%	325
2018 Q2	$395K	Sell	6,702 -20,891	-76%	-$1.31M	0.05%	307
2018 Q1	$1.73M	Buy	27,593 +539	+2%	+$34.4K	0.23%	99
2017 Q4	$1.69M	Buy	+27,054	New	+$1.64M	0.23%	96

Other funds holding FDT

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Financial Advocates Investment Management's FDT Position: Q4 2021 in Review

Financial Advocates Investment Management sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q4 2021, closing a stake of 3,389 shares — an estimated $207K sold.

Financial Advocates Investment Management first reported a position in FDT in Q4 2017 and held it in 12 quarters. The position peaked at $2.43M in Q2 2020. 102 funds tracked by Wall St. Rank hold FDT as of Q4 2021.

Financial Advocates Investment Management reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
Financial Advocates Investment Management sold 3,389 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2021, an estimated $207K.
Financial Advocates Investment Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2017 and held it in 12 quarters.
Financial Advocates Investment Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $2.43M in Q2 2020.
102 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2021.

Based on Financial Advocates Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.