First Heartland Consultants’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

First Heartland Consultants’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
2020 Q1	–	Sell	-49,475	Closed	-$2.75M	–	267
2019 Q4	$2.75M	Buy	49,475 +2,846	+6%	+$154K	0.54%	49
2019 Q3	$2.44M	Buy	46,629 +8,755	+23%	+$458K	0.52%	49
2019 Q2	$2.04M	Buy	37,874 +6,507	+21%	+$349K	0.49%	54
2019 Q1	$1.71M	Buy	31,367 +25,777	+461%	+$1.37M	0.48%	55
2018 Q4	$274K	Buy	+5,590	New	+$294K	0.1%	185
2018 Q3	–	Sell	-28,512	Closed	-$1.71M	–	246
2018 Q2	$1.71M	Buy	28,512 +2,277	+9%	+$143K	0.6%	46
2018 Q1	$1.65M	Buy	26,235 +3,121	+14%	+$199K	0.49%	65
2017 Q4	$1.44M	Buy	23,114 +1,215	+6%	+$73.7K	0.43%	70
2017 Q3	$1.29M	Buy	21,899 +1,329	+6%	+$76.5K	0.31%	90
2017 Q2	$1.14M	Buy	+20,570	New	+$1.12M	0.29%	93
2013 Q3	–	Sell	-4,807	Closed	-$213K	–	260
2013 Q2	$213K	Buy	+4,807	New	+$222K	0.12%	189

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LFAS

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

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

First Heartland Consultants's FDT Position: Q1 2020 in Review

First Heartland Consultants sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q1 2020, closing a stake of 49,475 shares — an estimated $2.75M sold.

First Heartland Consultants first reported a position in FDT in Q2 2013 and held it in 11 quarters. The position peaked at $2.75M in Q4 2019. 82 funds tracked by Wall St. Rank hold FDT as of Q1 2020.

First Heartland Consultants reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
First Heartland Consultants sold 49,475 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q1 2020, an estimated $2.75M.
First Heartland Consultants first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q2 2013 and held it in 11 quarters.
First Heartland Consultants's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $2.75M in Q4 2019.
82 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2020.

Based on First Heartland Consultants's 13F filing for Q1 2020, filed 14 May 2020.