Kowal Investment Group’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Kowal Investment Group’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
2022 Q4	–	Sell	-5,871	Closed	-$246K	–	155
2022 Q3	$246K	Sell	5,871 -659	-10%	-$31.1K	0.08%	120
2022 Q2	$313K	Sell	6,530 -1,822	-22%	-$97.7K	0.1%	100
2022 Q1	$483K	Sell	8,352 -654	-7%	-$38K	0.15%	60
2021 Q4	$546K	Buy	9,006 +130	+1%	+$7.95K	0.16%	49
2021 Q3	$541K	Buy	8,876 +42	+0.5%	+$2.64K	0.17%	44
2021 Q2	$553K	Sell	8,834 -1,158	-12%	-$73.4K	0.2%	45
2021 Q1	$601K	Sell	9,992 -2,455	-20%	-$145K	0.24%	39
2020 Q4	$729K	Buy	+12,447	New	+$662K	0.34%	29

Other funds holding FDT

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

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

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

Kowal Investment Group's FDT Position: Q4 2022 in Review

Kowal Investment Group sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q4 2022, closing a stake of 5,871 shares — an estimated $246K sold.

Kowal Investment Group first reported a position in FDT in Q4 2020 and held it in 8 quarters. The position peaked at $729K in Q4 2020. 107 funds tracked by Wall St. Rank hold FDT as of Q4 2022.

Kowal Investment Group reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
Kowal Investment Group sold 5,871 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2022, an estimated $246K.
Kowal Investment Group first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2020 and held it in 8 quarters.
Kowal Investment Group's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $729K in Q4 2020.
107 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2022.

Based on Kowal Investment Group's 13F filing for Q4 2022, filed 25 Jan 2023.