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

LifePlan Financial 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
2020 Q3	–	Sell	-337	Closed	-$16K	–	580
2020 Q2	$16K	Sell	337 -135	-29%	-$6K	0.01%	369
2020 Q1	$19K	Sell	472 -1,163	-71%	-$57.9K	0.01%	319
2019 Q4	$91K	Sell	1,635 -196	-11%	-$10.6K	0.04%	197
2019 Q3	$96K	Hold	1,831	–	–	0.05%	189
2019 Q2	$99K	Sell	1,831 -189	-9%	-$10.1K	0.05%	179
2019 Q1	$110K	Sell	2,020 -194	-9%	-$10.3K	0.06%	175
2018 Q4	$109K	Buy	2,214 +989	+81%	+$52K	0.07%	165
2018 Q3	$73K	Hold	1,225	–	–	0.04%	210
2018 Q2	$73K	Buy	1,225 +26	+2%	+$1.63K	0.04%	205
2018 Q1	$75K	Buy	+1,199	New	+$76.6K	0.04%	190

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

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

RJFSA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LifePlan Financial Group's FDT Position: Q3 2020 in Review

LifePlan Financial Group sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q3 2020, closing a stake of 337 shares — an estimated $16K sold.

LifePlan Financial Group first reported a position in FDT in Q1 2018 and held it in 10 quarters. The position peaked at $110K in Q1 2019. 85 funds tracked by Wall St. Rank hold FDT as of Q3 2020.

LifePlan Financial Group reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
LifePlan Financial Group sold 337 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2020, an estimated $16K.
LifePlan Financial Group first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2018 and held it in 10 quarters.
LifePlan Financial Group's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $110K in Q1 2019.
85 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.