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Keebeck Wealth Management’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Keebeck Wealth 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
2020
Q3 		– Sell
-149
Closed -$6K – 249
2020
Q2 		$6K Buy
+149
New +$6.62K ﹤0.01% 328

Other funds holding FDT

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Keebeck Wealth Management's FDT Position: Q3 2020 in Review

Keebeck Wealth Management sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q3 2020, closing a stake of 149 shares — an estimated $6K sold.

Keebeck Wealth Management first reported a position in FDT in Q2 2020 and held it in 1 quarter. The position peaked at $6K in Q2 2020. 85 funds tracked by Wall St. Rank hold FDT as of Q3 2020.

  • Keebeck Wealth Management reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 149 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2020, an estimated $6K.
  • Keebeck Wealth Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q2 2020 and held it in 1 quarter.
  • Keebeck Wealth Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $6K in Q2 2020.
  • 85 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.