Kingsview Wealth Management’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Sell |
153,279
-7,046
| -4% | -$484K | 0.18% | 98 |
|
|
2025
Q1 | $9.34M | Sell |
160,325
-22,494
| -12% | -$1.31M | 0.18% | 121 |
|
|
2024
Q4 | $9.89M | Sell |
182,819
-14,589
| -7% | -$789K | 0.19% | 101 |
|
|
2024
Q3 | $11.4M | Sell |
197,408
-179,599
| -48% | -$10.4M | 0.24% | 77 |
|
|
2024
Q2 | $20.8M | Buy |
377,007
+1,044
| +0.3% | +$57.5K | 0.49% | 39 |
|
|
2024
Q1 | $21.1M | Buy |
375,963
+38,094
| +11% | +$2.14M | 0.53% | 37 |
|
|
2023
Q4 | $17.7M | Buy |
337,869
+97,654
| +41% | +$5.13M | 0.53% | 40 |
|
|
2023
Q3 | $12.1M | Buy |
240,215
+78,349
| +48% | +$3.94M | 0.43% | 49 |
|
|
2023
Q2 | $8.31M | Sell |
161,866
-1,618
| -1% | -$83.1K | 0.33% | 68 |
|
|
2023
Q1 | $8.29M | Buy |
163,484
+7,134
| +5% | +$362K | 0.35% | 61 |
|
|
2022
Q4 | $7.46M | Buy |
156,350
+7,677
| +5% | +$366K | 0.32% | 73 |
|
|
2022
Q3 | $6.23M | Buy |
148,673
+68,033
| +84% | +$2.85M | 0.3% | 85 |
|
|
2022
Q2 | $3.86M | Buy |
80,640
+15,685
| +24% | +$751K | 0.18% | 131 |
|
|
2022
Q1 | $3.76M | Buy |
64,955
+3,126
| +5% | +$181K | 0.17% | 138 |
|
|
2021
Q4 | $3.75M | Buy |
61,829
+6,537
| +12% | +$397K | 0.16% | 140 |
|
|
2021
Q3 | $3.37M | Buy |
55,292
+12,173
| +28% | +$742K | 0.16% | 146 |
|
|
2021
Q2 | $2.71M | Buy |
43,119
+10,762
| +33% | +$676K | 0.13% | 170 |
|
|
2021
Q1 | $1.97M | Buy |
32,357
+11,898
| +58% | +$725K | 0.11% | 195 |
|
|
2020
Q4 | $1.16M | Buy |
20,459
+12,339
| +152% | +$698K | 0.08% | 246 |
|
|
2020
Q3 | $408K | Buy |
+8,120
| New | +$408K | 0.04% | 412 |
|