LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-337
| Closed | -$16K | – | 580 |
|
|
2020
Q2 | $16K | Sell |
337
-135
| -29% | -$6.41K | 0.01% | 369 |
|
|
2020
Q1 | $19K | Sell |
472
-1,163
| -71% | -$46.8K | 0.01% | 319 |
|
|
2019
Q4 | $91K | Sell |
1,635
-196
| -11% | -$10.9K | 0.04% | 197 |
|
|
2019
Q3 | $96K | Hold |
1,831
| – | – | 0.05% | 189 |
|
|
2019
Q2 | $99K | Sell |
1,831
-189
| -9% | -$10.2K | 0.05% | 179 |
|
|
2019
Q1 | $110K | Sell |
2,020
-194
| -9% | -$10.6K | 0.06% | 175 |
|
|
2018
Q4 | $109K | Buy |
2,214
+989
| +81% | +$48.7K | 0.07% | 165 |
|
|
2018
Q3 | $73K | Hold |
1,225
| – | – | 0.04% | 210 |
|
|
2018
Q2 | $73K | Buy |
1,225
+26
| +2% | +$1.55K | 0.04% | 205 |
|
|
2018
Q1 | $75K | Buy |
+1,199
| New | +$75K | 0.04% | 190 |
|