Keystone Financial Group (Kentucky)’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Keystone Financial Group (Kentucky)’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 Q2	–	Sell	-9,078	Closed	-$361K	–	230
2020 Q1	$361K	Sell	9,078 -23,040	-72%	-$1.15M	0.12%	135
2019 Q4	$1.79M	Buy	32,118 +661	+2%	+$35.8K	0.48%	53
2019 Q3	$1.65M	Sell	31,457 -746	-2%	-$39K	0.51%	48
2019 Q2	$1.74M	Sell	32,203 -320	-1%	-$17.2K	0.57%	46
2019 Q1	$1.77M	Sell	32,523 -430	-1%	-$22.9K	0.63%	43
2018 Q4	$1.61M	Sell	32,953 -495	-1%	-$26K	0.73%	37
2018 Q3	$2M	Sell	33,448 -352	-1%	-$20.9K	0.82%	38
2018 Q2	$1.99M	Buy	33,800 +3,727	+12%	+$234K	1.11%	26
2018 Q1	$1.85M	Buy	+30,073	New	+$1.92M	1.03%	25

Other funds holding FDT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s FDT Position: Q2 2020 in Review

Keystone Financial Group (Kentucky) sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2020, closing a stake of 9,078 shares — an estimated $361K sold.

Keystone Financial Group (Kentucky) first reported a position in FDT in Q1 2018 and held it in 9 quarters. The position peaked at $2M in Q3 2018. 76 funds tracked by Wall St. Rank hold FDT as of Q2 2020.

Keystone Financial Group (Kentucky) reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 9,078 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2020, an estimated $361K.
Keystone Financial Group (Kentucky) first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2018 and held it in 9 quarters.
Keystone Financial Group (Kentucky)'s First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $2M in Q3 2018.
76 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2020.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2020, filed 13 Aug 2020.