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IFC Holdings’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

IFC Holdings’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
2018
Q1 		– Sell
-23,606
Closed -$1.48M – 114
2017
Q4 		$1.48M Buy
23,606
+18,151
+333% +$1.1M 0.1% 145
2017
Q3 		$323K Buy
5,455
+2
+0% +$115 0.02% 377
2017
Q2 		$301K Buy
+5,453
New +$296K 0.02% 379
2017
Q1 		– Sell
-6,119
Closed -$287K – 467
2016
Q4 		$287K Buy
6,119
+199
+3% +$9.46K 0.03% 322
2016
Q3 		$292K Sell
5,920
-2,566
-30% -$122K 0.03% 306
2016
Q2 		$383K Sell
8,486
-7,282
-46% -$336K 0.04% 253
2016
Q1 		$722K Sell
15,768
-1,073
-6% -$47K 0.09% 151
2015
Q4 		$784K Buy
16,841
+676
+4% +$32.1K 0.1% 143
2015
Q3 		$730K Sell
16,165
-10,585
-40% -$509K 0.11% 134
2015
Q2 		$1.39M Buy
26,750
+1,057
+4% +$55.3K 0.2% 104
2015
Q1 		$1.31M Sell
25,693
-515
-2% -$25.3K 0.2% 107
2014
Q4 		$1.26M Buy
26,208
+816
+3% +$39.1K 0.21% 106
2014
Q3 		$1.27M Buy
25,392
+2,179
+9% +$113K 0.23% 95
2014
Q2 		$1.23M Buy
23,213
+2,665
+13% +$140K 0.23% 95
2014
Q1 		$1.06M Buy
20,548
+4,488
+28% +$229K 0.22% 95
2013
Q4 		$817K Buy
16,060
+3,296
+26% +$166K 0.17% 131
2013
Q3 		$638K Buy
12,764
+5,665
+80% +$270K 0.14% 179
2013
Q2 		$317K Buy
+7,099
New +$328K 0.08% 238

Other funds holding FDT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

IFC Holdings's FDT Position: Q1 2018 in Review

IFC Holdings sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q1 2018, closing a stake of 23,606 shares — an estimated $1.48M sold.

IFC Holdings first reported a position in FDT in Q2 2013 and held it in 18 quarters. The position peaked at $1.48M in Q4 2017. 101 funds tracked by Wall St. Rank hold FDT as of Q1 2018.

  • IFC Holdings reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 23,606 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q1 2018, an estimated $1.48M.
  • IFC Holdings first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q2 2013 and held it in 18 quarters.
  • IFC Holdings's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $1.48M in Q4 2017.
  • 101 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.