HighTower Advisors’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

HighTower Advisors’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 Q2	–	Sell	-3,747	Closed	-$217K	–	3331
2022 Q1	$217K	Sell	3,747 -3,357	-47%	-$195K	﹤0.01%	2776
2021 Q4	$429K	Buy	7,104 +2,564	+56%	+$157K	﹤0.01%	2250
2021 Q3	$277K	Buy	4,540 +73	+2%	+$4.59K	﹤0.01%	2461
2021 Q2	$281K	Sell	4,467 -802	-15%	-$50.8K	﹤0.01%	2414
2021 Q1	$316K	Buy	5,269 +4	+0.1%	+$237	﹤0.01%	2265
2020 Q4	$298K	Buy	5,265 +791	+18%	+$42.1K	﹤0.01%	1927
2020 Q3	$228K	Sell	4,474 -9,675	-68%	-$485K	﹤0.01%	2007
2020 Q2	$663K	Buy	14,149 +6,690	+90%	+$297K	﹤0.01%	1314
2020 Q1	$296K	Sell	7,459 -13,579	-65%	-$677K	﹤0.01%	1579
2019 Q4	$1.17M	Buy	21,038 +1,782	+9%	+$96.4K	0.01%	1073
2019 Q3	$1.01M	Sell	19,256 -43,534	-69%	-$2.28M	0.01%	1179
2019 Q2	$3.39M	Buy	62,790 +10,289	+20%	+$552K	0.02%	706
2019 Q1	$2.85M	Sell	52,501 -4,603	-8%	-$245K	0.02%	717
2018 Q4	$2.81M	Sell	57,104 -15,544	-21%	-$818K	0.02%	636
2018 Q3	$4.31M	Sell	72,648 -3,626	-5%	-$215K	0.03%	563
2018 Q2	$4.57M	Buy	76,274 +14,603	+24%	+$916K	0.04%	526
2018 Q1	$3.88M	Buy	61,671 +17,795	+41%	+$1.14M	0.03%	553
2017 Q4	$2.74M	Buy	43,876 +26,836	+157%	+$1.63M	0.02%	716
2017 Q3	$1M	Buy	17,040 +788	+5%	+$45.4K	0.01%	1086
2017 Q2	$897K	Buy	16,252 +1,284	+9%	+$69.7K	0.01%	1102
2017 Q1	$782K	Buy	14,968 +884	+6%	+$44.6K	0.01%	1137
2016 Q4	$665K	Buy	14,084 +1,221	+9%	+$58K	0.01%	1145
2016 Q3	$633K	Buy	+12,863	New	+$614K	0.01%	1117

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

HighTower Advisors's FDT Position: Q2 2022 in Review

HighTower Advisors sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2022, closing a stake of 3,747 shares — an estimated $217K sold.

HighTower Advisors first reported a position in FDT in Q3 2016 and held it in 23 quarters. The position peaked at $4.57M in Q2 2018. 103 funds tracked by Wall St. Rank hold FDT as of Q2 2022.

HighTower Advisors reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
HighTower Advisors sold 3,747 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2022, an estimated $217K.
HighTower Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2016 and held it in 23 quarters.
HighTower Advisors's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $4.57M in Q2 2018.
103 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2022.

Based on HighTower Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.