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Halpern Financial’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Halpern Financial’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
Q2 		– Sell
-169
Closed -$10.2K – 248
2021
Q1 		$10.2K Buy
+169
New +$10K ﹤0.01% 142

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Halpern Financial's FDT Position: Q2 2021 in Review

Halpern Financial sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2021, closing a stake of 169 shares — an estimated $10.2K sold.

Halpern Financial first reported a position in FDT in Q1 2021 and held it in 1 quarter. The position peaked at $10.2K in Q1 2021. 94 funds tracked by Wall St. Rank hold FDT as of Q2 2021.

  • Halpern Financial reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
  • Halpern Financial sold 169 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2021, an estimated $10.2K.
  • Halpern Financial first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2021 and held it in 1 quarter.
  • Halpern Financial's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $10.2K in Q1 2021.
  • 94 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2021.

Based on Halpern Financial's 13F filing for Q2 2021, filed 21 Sep 2023.