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Kelly Financial Services’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Kelly Financial Services’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
-1,253
Closed -$69K – 303
2024
Q2 		$69K Buy
+1,253
New +$69.8K 0.02% 192

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 $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kelly Financial Services's FDT Position: Q3 2024 in Review

Kelly Financial Services sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q3 2024, closing a stake of 1,253 shares — an estimated $69K sold.

Kelly Financial Services first reported a position in FDT in Q2 2024 and held it in 1 quarter. The position peaked at $69K in Q2 2024. 118 funds tracked by Wall St. Rank hold FDT as of Q3 2024.

  • Kelly Financial Services reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 1,253 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2024, an estimated $69K.
  • Kelly Financial Services first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q2 2024 and held it in 1 quarter.
  • Kelly Financial Services's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $69K 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 Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.