FAG
FDT icon

Fortitude Advisory Group’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Fortitude Advisory Group’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
2022
Q1 		– Sell
-110
Closed -$7K – 1535
2021
Q4 		$7K Buy
+110
New +$6.73K ﹤0.01% 1120

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Fortitude Advisory Group's FDT Position: Q1 2022 in Review

Fortitude Advisory Group sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q1 2022, closing a stake of 110 shares — an estimated $7K sold.

Fortitude Advisory Group first reported a position in FDT in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 102 funds tracked by Wall St. Rank hold FDT as of Q1 2022.

  • Fortitude Advisory Group reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 110 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q1 2022, an estimated $7K.
  • Fortitude Advisory Group first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • Fortitude Advisory Group's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $7K in Q4 2021.
  • 102 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2022.

Based on Fortitude Advisory Group's 13F filing for Q1 2022, filed 25 May 2022.