Fulcrum Equity Management’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Fulcrum Equity 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	-3,370	Closed	-$205K	–	187
2021 Q3	$205K	Sell	3,370 -1,616	-32%	-$102K	0.08%	174
2021 Q2	$312K	Sell	4,986 -155	-3%	-$9.83K	0.12%	143
2021 Q1	$309K	Buy	+5,141	New	+$304K	0.12%	142
2020 Q4	–	Sell	-9,484	Closed	-$477K	–	157
2020 Q3	$477K	Buy	+9,484	New	+$476K	0.22%	71
2019 Q4	–	Sell	-39	Closed	-$2K	–	129
2019 Q3	$2K	Sell	39 -31,219	-100%	-$1.63M	﹤0.01%	206
2019 Q2	$1.59M	Buy	+31,258	New	+$1.68M	0.76%	16

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

Fulcrum Equity Management's FDT Position: Q4 2021 in Review

Fulcrum Equity Management sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q4 2021, closing a stake of 3,370 shares — an estimated $205K sold.

Fulcrum Equity Management first reported a position in FDT in Q2 2019 and held it in 6 quarters. The position peaked at $1.59M in Q2 2019. 102 funds tracked by Wall St. Rank hold FDT as of Q4 2021.

Fulcrum Equity Management reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
Fulcrum Equity Management sold 3,370 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2021, an estimated $205K.
Fulcrum Equity Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q2 2019 and held it in 6 quarters.
Fulcrum Equity Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $1.59M in Q2 2019.
102 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2021.

Based on Fulcrum Equity Management's 13F filing for Q4 2021, filed 25 Jan 2022.