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International Assets Investment Management’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

International Assets Investment 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
Q3 		– Sell
-954
Closed -$52.5K – 1972
2024
Q2 		$52.5K Buy
+954
New +$53.2K ﹤0.01% 1156

Other funds holding FDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

International Assets Investment Management's FDT Position: Q3 2024 in Review

International Assets Investment Management sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q3 2024, closing a stake of 954 shares — an estimated $52.5K sold.

International Assets Investment Management first reported a position in FDT in Q2 2024 and held it in 1 quarter. The position peaked at $52.5K in Q2 2024. 118 funds tracked by Wall St. Rank hold FDT as of Q3 2024.

  • International Assets Investment Management reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 954 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2024, an estimated $52.5K.
  • International Assets Investment Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q2 2024 and held it in 1 quarter.
  • International Assets Investment Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $52.5K in Q2 2024.
  • 118 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.