Householder Group Estate & Retirement Specialist’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$0	Hold	7	–	–	﹤0.01%	751
2024 Q3	$0	Buy	+7	New	+$392	﹤0.01%	1211
2024 Q2	–	Sell	-7	Closed	-$393	–	1241
2024 Q1	$393	Hold	7	–	–	﹤0.01%	1175
2023 Q4	$0	Hold	7	–	–	﹤0.01%	1196
2023 Q3	$352	Buy	+7	New	+$366	﹤0.01%	1205
2023 Q1	$0	Buy	+7	New	+$354	﹤0.01%	1250
2022 Q4	–	Sell	-7	Closed	–	–	560
2022 Q3	$0	Buy	+7	New	+$331	﹤0.01%	1126

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 $424B AUM 22.96% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

KWM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FDT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) position steady in Q4 2024 at 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Householder Group Estate & Retirement Specialist first reported a position in FDT in Q3 2022 and has held it in 7 quarters since. The position peaked at $393 in Q1 2024. 125 funds tracked by Wall St. Rank hold FDT as of Q4 2024.

Householder Group Estate & Retirement Specialist held 7 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $0 as of Q4 2024.
Householder Group Estate & Retirement Specialist left its First Trust Developed Markets ex-US AlphaDEX Fund share count unchanged in Q4 2024.
First Trust Developed Markets ex-US AlphaDEX Fund made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #751 holding.
Householder Group Estate & Retirement Specialist first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2022 and has held it in 7 quarters since.
Householder Group Estate & Retirement Specialist's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $393 in Q1 2024.
125 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.