Heritage Wealth Management (Arizona)’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Heritage Wealth Management (Arizona)’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 Q3	–	Sell	-767	Closed	-$36.7K	–	1046
2022 Q2	$36.7K	Hold	767	–	–	0.01%	468
2022 Q1	$44K	Buy	+767	New	+$44.5K	0.01%	492
2021 Q3	$47K	Hold	771	–	–	0.02%	452
2021 Q2	$48K	Sell	771 -100	-11%	-$6.34K	0.02%	454
2021 Q1	$52K	Buy	+871	New	+$51.6K	0.03%	369

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s FDT Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q3 2022, closing a stake of 767 shares — an estimated $36.7K sold.

Heritage Wealth Management (Arizona) first reported a position in FDT in Q1 2021 and held it in 5 quarters. The position peaked at $52K in Q1 2021. 93 funds tracked by Wall St. Rank hold FDT as of Q3 2022.

Heritage Wealth Management (Arizona) reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 767 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2022, an estimated $36.7K.
Heritage Wealth Management (Arizona) first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2021 and held it in 5 quarters.
Heritage Wealth Management (Arizona)'s First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $52K in Q1 2021.
93 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.