Legacy Private Trust’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Legacy Private Trust’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
2018 Q4	–	Sell	-3,675	Closed	-$218K	–	224
2018 Q3	$218K	Sell	3,675 -1,602	-30%	-$95K	0.02%	219
2018 Q2	$316K	Sell	5,277 -4,625	-47%	-$290K	0.04%	199
2018 Q1	$622K	Buy	9,902 +5,311	+116%	+$339K	0.07%	166
2017 Q4	$286K	Buy	+4,591	New	+$279K	0.03%	200

Other funds holding FDT

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Legacy Private Trust's FDT Position: Q4 2018 in Review

Legacy Private Trust sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q4 2018, closing a stake of 3,675 shares — an estimated $218K sold.

Legacy Private Trust first reported a position in FDT in Q4 2017 and held it in 4 quarters. The position peaked at $622K in Q1 2018. 99 funds tracked by Wall St. Rank hold FDT as of Q4 2018.

Legacy Private Trust reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
Legacy Private Trust sold 3,675 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2018, an estimated $218K.
Legacy Private Trust first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2017 and held it in 4 quarters.
Legacy Private Trust's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $622K in Q1 2018.
99 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2018.

Based on Legacy Private Trust's 13F filing for Q4 2018, filed 16 Jan 2019.