Money Concepts Capital’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-16,039	Closed	-$766K	–	1287
2022 Q4	$766K	Buy	16,039 +10,614	+196%	+$490K	0.03%	344
2022 Q3	$227K	Sell	5,425 -8	-0.1%	-$378	0.01%	405
2022 Q2	$260K	Sell	5,433 -14,065	-72%	-$754K	0.02%	359
2022 Q1	$1.13M	Buy	+19,498	New	+$1.13M	0.06%	279

Other funds holding FDT

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

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

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

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

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

Money Concepts Capital's FDT Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q1 2023, closing a stake of 16,039 shares — an estimated $766K sold.

Money Concepts Capital first reported a position in FDT in Q1 2022 and held it in 4 quarters. The position peaked at $1.13M in Q1 2022. 119 funds tracked by Wall St. Rank hold FDT as of Q1 2023.

Money Concepts Capital reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 16,039 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q1 2023, an estimated $766K.
Money Concepts Capital first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2022 and held it in 4 quarters.
Money Concepts Capital's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $1.13M in Q1 2022.
119 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.