Iams Wealth Management’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
20,606
-2,069
| -9% | -$142K | 0.65% | 53 |
|
|
2025
Q1 | $1.32M | Buy |
22,675
+119
| +0.5% | +$6.93K | 0.6% | 61 |
|
|
2024
Q4 | $1.22M | Buy |
22,556
+441
| +2% | +$23.8K | 0.56% | 54 |
|
|
2024
Q3 | $1.28M | Buy |
22,115
+2,282
| +12% | +$132K | 0.63% | 53 |
|
|
2024
Q2 | $1.09M | Sell |
19,833
-6,675
| -25% | -$368K | 0.6% | 54 |
|
|
2024
Q1 | $1.42M | Buy |
26,508
+436
| +2% | +$23.4K | 0.87% | 37 |
|
|
2023
Q4 | $1.37M | Sell |
26,072
-1,962
| -7% | -$103K | 0.89% | 38 |
|
|
2023
Q3 | $1.41M | Buy |
+28,034
| New | +$1.41M | 0.97% | 36 |
|
|
2023
Q2 | – | Sell |
-41,221
| Closed | -$2.08M | – | 35 |
|
|
2023
Q1 | $2.08M | Buy |
41,221
+206
| +0.5% | +$10.4K | 1.73% | 9 |
|
|
2022
Q4 | $1.96M | Buy |
+41,015
| New | +$1.96M | 1.99% | 10 |
|