ICA Group Wealth Management’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

ICA Group Wealth Management’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 Q2	$40K	Buy	726 +10	+1%	+$557	0.02%	271
2024 Q1	$40.1K	Sell	716 -22	-3%	-$1.17K	0.01%	607
2023 Q4	$38.8K	Buy	+738	New	+$37K	0.01%	572
2023 Q3	–	Sell	-39	Closed	-$2K	–	546
2023 Q2	$2K	Buy	39 +1	+3%	+$51	﹤0.01%	1128
2023 Q1	$1.93K	Hold	38	–	–	﹤0.01%	1089
2022 Q4	$1.82K	Buy	+38	New	+$1.75K	﹤0.01%	1119

Other funds holding FDT

Morgan Stanley New York $1.66T AUM 25.57% 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

KWM

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

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

RJFSA

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

ICA Group Wealth Management's FDT Position: Q2 2024 in Review

ICA Group Wealth Management increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 1.4% in Q2 2024, buying an estimated $557 and bringing the position to 726 shares worth $40K. The position accounts for 0.02% of the portfolio, ranked #271.

ICA Group Wealth Management first reported a position in FDT in Q4 2022 and has held it in 6 quarters since. The position peaked at $40.1K in Q1 2024. 115 funds tracked by Wall St. Rank hold FDT as of Q2 2024.

ICA Group Wealth Management held 726 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $40K as of Q2 2024.
ICA Group Wealth Management bought 10 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2024, an estimated $557.
First Trust Developed Markets ex-US AlphaDEX Fund made up 0.02% of ICA Group Wealth Management's portfolio in Q2 2024, its #271 holding.
ICA Group Wealth Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $40.1K in Q1 2024.
115 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.