Golden State Wealth Management’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180K | Sell |
2,623
-840
| -24% | -$57.8K | 0.02% | 376 |
|
|
2025
Q1 | $202K | Hold |
3,463
| – | – | 0.03% | 339 |
|
|
2024
Q4 | $187K | Buy |
+3,463
| New | +$187K | 0.03% | 330 |
|
|
2022
Q1 | $275K | Sell |
4,755
-100
| -2% | -$5.78K | 0.05% | 250 |
|
|
2021
Q4 | $295K | Sell |
4,855
-780
| -14% | -$47.4K | 0.05% | 286 |
|
|
2021
Q3 | $343K | Sell |
5,635
-510
| -8% | -$31K | 0.07% | 209 |
|
|
2021
Q2 | $385K | Hold |
6,145
| – | – | 0.08% | 196 |
|
|
2021
Q1 | $369K | Sell |
6,145
-530
| -8% | -$31.8K | 0.12% | 127 |
|
|
2020
Q4 | $377K | Sell |
6,675
-1,300
| -16% | -$73.4K | 0.11% | 149 |
|
|
2020
Q3 | $401K | Buy |
+7,975
| New | +$401K | 0.13% | 117 |
|
|
2020
Q2 | – | Sell |
-9,130
| Closed | -$364K | – | 412 |
|
|
2020
Q1 | $364K | Buy |
+9,130
| New | +$364K | 0.16% | 98 |
|
|
2019
Q4 | – | Sell |
-10,890
| Closed | -$570K | – | 336 |
|
|
2019
Q3 | $570K | Buy |
10,890
+90
| +0.8% | +$4.71K | 0.19% | 97 |
|
|
2019
Q2 | $582K | Buy |
10,800
+2,765
| +34% | +$149K | 0.18% | 106 |
|
|
2019
Q1 | $437K | Buy |
+8,035
| New | +$437K | 0.15% | 131 |
|