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Independent Advisor Alliance’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Independent Advisor Alliance’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
2017
Q2 		– Sell
-6,921
Closed -$358K – 275
2017
Q1 		$358K Buy
+6,921
New +$349K 0.06% 271

Other funds holding FDT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Independent Advisor Alliance's FDT Position: Q2 2017 in Review

Independent Advisor Alliance sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2017, closing a stake of 6,921 shares — an estimated $358K sold.

Independent Advisor Alliance first reported a position in FDT in Q1 2017 and held it in 1 quarter. The position peaked at $358K in Q1 2017. 67 funds tracked by Wall St. Rank hold FDT as of Q2 2017.

  • Independent Advisor Alliance reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
  • Independent Advisor Alliance sold 6,921 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2017, an estimated $358K.
  • Independent Advisor Alliance first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2017 and held it in 1 quarter.
  • Independent Advisor Alliance's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $358K in Q1 2017.
  • 67 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2017.

Based on Independent Advisor Alliance's 13F filing for Q2 2017, filed 14 Aug 2017.