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Investment Centers of America’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Investment Centers of America’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
Q4 		– Sell
-21,402
Closed -$1.27M – 145
2017
Q3 		$1.27M Buy
21,402
+9,061
+73% +$522K 0.09% 191
2017
Q2 		$684K Buy
+12,341
New +$669K 0.05% 292

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
UBS Group
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Investment Centers of America's FDT Position: Q4 2017 in Review

Investment Centers of America sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q4 2017, closing a stake of 21,402 shares — an estimated $1.27M sold.

Investment Centers of America first reported a position in FDT in Q2 2017 and held it in 2 quarters. The position peaked at $1.27M in Q3 2017. 85 funds tracked by Wall St. Rank hold FDT as of Q4 2017.

  • Investment Centers of America reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 21,402 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2017, an estimated $1.27M.
  • Investment Centers of America first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q2 2017 and held it in 2 quarters.
  • Investment Centers of America's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $1.27M in Q3 2017.
  • 85 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.