Horizon Investments’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Horizon Investments’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
2019 Q3	–	Sell	-6,639	Closed	-$358K	–	458
2019 Q2	$358K	Sell	6,639 -92	-1%	-$4.93K	0.01%	325
2019 Q1	$366K	Buy	+6,731	New	+$358K	0.01%	234
2018 Q2	–	Sell	-5,531	Closed	-$348K	–	249
2018 Q1	$348K	Sell	5,531 -56	-1%	-$3.58K	0.02%	165
2017 Q4	$304K	Sell	5,587 -232	-4%	-$14.1K	0.02%	162
2017 Q3	$316K	Sell	5,819 -125	-2%	-$7.2K	0.02%	143
2017 Q2	$323K	Buy	+5,944	New	+$322K	0.02%	148

Other funds holding FDT

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

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

Horizon Investments's FDT Position: Q3 2019 in Review

Horizon Investments sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q3 2019, closing a stake of 6,639 shares — an estimated $358K sold.

Horizon Investments first reported a position in FDT in Q2 2017 and held it in 6 quarters. The position peaked at $366K in Q1 2019. 95 funds tracked by Wall St. Rank hold FDT as of Q3 2019.

Horizon Investments reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
Horizon Investments sold 6,639 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2019, an estimated $358K.
Horizon Investments first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q2 2017 and held it in 6 quarters.
Horizon Investments's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $366K in Q1 2019.
95 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2019.

Based on Horizon Investments's 13F filing for Q3 2019, filed 14 Nov 2019.