Horan Securities’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Horan Securities’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
2023 Q3	–	Sell	-20	Closed	-$1.03K	–	280
2023 Q2	$1.03K	Hold	20	–	–	﹤0.01%	623
2023 Q1	$1.01K	Hold	20	–	–	﹤0.01%	626
2022 Q4	$955	Hold	20	–	–	﹤0.01%	636
2022 Q3	$1K	Buy	+20	New	+$945	﹤0.01%	541

Other funds holding FDT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

KWM

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

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

RJFSA

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

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Horan Securities's FDT Position: Q3 2023 in Review

Horan Securities sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q3 2023, closing a stake of 20 shares — an estimated $1.03K sold.

Horan Securities first reported a position in FDT in Q3 2022 and held it in 4 quarters. The position peaked at $1.03K in Q2 2023. 119 funds tracked by Wall St. Rank hold FDT as of Q3 2023.

Horan Securities reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 20 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2023, an estimated $1.03K.
Horan Securities first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2022 and held it in 4 quarters.
Horan Securities's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $1.03K in Q2 2023.
119 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.