Migdal Insurance & Financial Holdings’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Migdal Insurance & Financial Holdings’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
2024 Q4	–	Sell	-71	Closed	-$4K	–	390
2024 Q3	$4K	Hold	71	–	–	﹤0.01%	361
2024 Q2	$4K	Sell	71 -883	-93%	-$49.2K	﹤0.01%	491
2024 Q1	$54K	Sell	954 -1,023	-52%	-$54.5K	﹤0.01%	273
2023 Q4	$104K	Hold	1,977	–	–	﹤0.01%	258
2023 Q3	$99K	Sell	1,977 -4,189	-68%	-$219K	﹤0.01%	260
2023 Q2	$314K	Sell	6,166 -1,534	-20%	-$78.3K	0.01%	207
2023 Q1	$390K	Sell	7,700 -900	-10%	-$45.5K	0.01%	199
2022 Q4	$411K	Sell	8,600 -68	-0.8%	-$3.14K	0.01%	179
2022 Q3	$363K	Sell	8,668 -392	-4%	-$18.5K	0.01%	189
2022 Q2	$434K	Sell	9,060 -5,280	-37%	-$283K	0.01%	190
2022 Q1	$835K	Buy	+14,340	New	+$832K	0.01%	188

Other funds holding FDT

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

KWM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Migdal Insurance & Financial Holdings's FDT Position: Q4 2024 in Review

Migdal Insurance & Financial Holdings sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q4 2024, closing a stake of 71 shares — an estimated $4K sold.

Migdal Insurance & Financial Holdings first reported a position in FDT in Q1 2022 and held it in 11 quarters. The position peaked at $835K in Q1 2022. 125 funds tracked by Wall St. Rank hold FDT as of Q4 2024.

Migdal Insurance & Financial Holdings reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 71 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2024, an estimated $4K.
Migdal Insurance & Financial Holdings first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2022 and held it in 11 quarters.
Migdal Insurance & Financial Holdings's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $835K in Q1 2022.
125 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2024, filed 28 Jan 2025.