Financial Partners Group (Kansas)’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Financial Partners Group (Kansas)’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	-3,938	Closed	-$240K	–	160
2021 Q3	$240K	Buy	3,938 +17	+0.4%	+$1.07K	0.06%	144
2021 Q2	$246K	Buy	3,921 +534	+16%	+$33.9K	0.06%	132
2021 Q1	$204K	Buy	+3,387	New	+$200K	0.06%	140

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 $374B AUM 17.66% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $109B AUM 21.36% 1-Year Est. Return

Financial Partners Group (Kansas)'s FDT Position: Q4 2021 in Review

Financial Partners Group (Kansas) sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q4 2021, closing a stake of 3,938 shares — an estimated $240K sold.

Financial Partners Group (Kansas) first reported a position in FDT in Q1 2021 and held it in 3 quarters. The position peaked at $246K in Q2 2021. 102 funds tracked by Wall St. Rank hold FDT as of Q4 2021.

Financial Partners Group (Kansas) reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
Financial Partners Group (Kansas) sold 3,938 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2021, an estimated $240K.
Financial Partners Group (Kansas) first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2021 and held it in 3 quarters.
Financial Partners Group (Kansas)'s First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $246K in Q2 2021.
102 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2021.

Based on Financial Partners Group (Kansas)'s 13F filing for Q4 2021, filed 10 Feb 2022.