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Gilliland Jeter Wealth Management’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-968
Closed -$55.8K – 327
2024
Q3 		$55.8K Hold
968
– – 0.02% 288
2024
Q2 		$53.3K Sell
968
-484
-33% -$27K 0.02% 287
2024
Q1 		$81.5K Buy
+1,452
New +$77.3K 0.03% 237

Other funds holding FDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Gilliland Jeter Wealth Management's FDT Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q4 2024, closing a stake of 968 shares — an estimated $55.8K sold.

Gilliland Jeter Wealth Management first reported a position in FDT in Q1 2024 and held it in 3 quarters. The position peaked at $81.5K in Q1 2024. 125 funds tracked by Wall St. Rank hold FDT as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 968 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2024, an estimated $55.8K.
  • Gilliland Jeter Wealth Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $81.5K in Q1 2024.
  • 125 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.