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

Independent Portfolio Consultants’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 		$18K Buy
330
+130
+65% +$7.05K 0.01% 624
2017
Q1 		$10K Sell
200
-160
-44% -$8.07K ﹤0.01% 749
2016
Q4 		$17K Sell
360
-1,125
-76% -$53.5K 0.01% 637
2016
Q3 		$73K Buy
+1,485
New +$70.9K 0.02% 485

Other funds holding FDT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 16.21% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $238M AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Independent Portfolio Consultants's FDT Position: Q2 2017 in Review

Independent Portfolio Consultants increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 65% in Q2 2017, buying an estimated $7.05K and bringing the position to 330 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #624.

Independent Portfolio Consultants first reported a position in FDT in Q3 2016 and has held it in 4 quarters since. The position peaked at $73K in Q3 2016. 67 funds tracked by Wall St. Rank hold FDT as of Q2 2017.

  • Independent Portfolio Consultants held 330 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $18K as of Q2 2017.
  • Independent Portfolio Consultants bought 130 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2017, an estimated $7.05K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #624 holding.
  • Independent Portfolio Consultants first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2016 and has held it in 4 quarters since.
  • Independent Portfolio Consultants's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $73K in Q3 2016.
  • 67 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.