Measured Wealth Private Client Group’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Measured Wealth Private Client 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
2018 Q4	–	Sell	-200	Closed	-$12K	–	299
2018 Q3	$12K	Buy	+200	New	+$11.9K	0.01%	592

Other funds holding FDT

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

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

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

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

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return

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

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

Measured Wealth Private Client Group's FDT Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q4 2018, closing a stake of 200 shares — an estimated $12K sold.

Measured Wealth Private Client Group first reported a position in FDT in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 99 funds tracked by Wall St. Rank hold FDT as of Q4 2018.

Measured Wealth Private Client Group reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
Measured Wealth Private Client Group sold 200 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2018, an estimated $12K.
Measured Wealth Private Client Group first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2018 and held it in 1 quarter.
Measured Wealth Private Client Group's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $12K in Q3 2018.
99 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.