Kraft Davis & Associates’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Kraft Davis & Associates’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
2023 Q4	–	Sell	-26,403	Closed	-$1.28M	–	132
2023 Q3	$1.28M	Sell	26,403 -231	-0.9%	-$12.1K	0.48%	39
2023 Q2	$1.39M	Buy	+26,634	New	+$1.36M	0.48%	41
2022 Q4	$203K	Buy	+3,973	New	+$184K	0.08%	97

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

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

RJFSA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Kraft Davis & Associates's FDT Position: Q4 2023 in Review

Kraft Davis & Associates sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q4 2023, closing a stake of 26,403 shares — an estimated $1.28M sold.

Kraft Davis & Associates first reported a position in FDT in Q4 2022 and held it in 3 quarters. The position peaked at $1.39M in Q2 2023. 121 funds tracked by Wall St. Rank hold FDT as of Q4 2023.

Kraft Davis & Associates reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
Kraft Davis & Associates sold 26,403 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2023, an estimated $1.28M.
Kraft Davis & Associates first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2022 and held it in 3 quarters.
Kraft Davis & Associates's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $1.39M in Q2 2023.
121 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2023.

Based on Kraft Davis & Associates's 13F filing for Q4 2023, filed 31 Jan 2024.