MTM Investment Management’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

MTM Investment Management’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 Q1	–	Sell	-915	Closed	-$48K	–	291
2023 Q4	$48K	Sell	915 -100	-10%	-$5.01K	0.02%	209
2023 Q3	$51K	Hold	1,015	–	–	0.03%	203
2023 Q2	$52.1K	Hold	1,015	–	–	0.03%	211
2023 Q1	$51.5K	Hold	1,015	–	–	0.03%	216
2022 Q4	$48.4K	Hold	1,015	–	–	0.03%	215
2022 Q3	$42K	Hold	1,015	–	–	0.02%	211
2022 Q2	$49K	Sell	1,015 -170	-14%	-$9.12K	0.03%	212
2022 Q1	$69K	Sell	1,185 -108	-8%	-$6.27K	0.03%	222
2021 Q4	$78K	Hold	1,293	–	–	0.04%	218
2021 Q3	$79K	Hold	1,293	–	–	0.04%	196
2021 Q2	$81K	Hold	1,293	–	–	0.04%	194
2021 Q1	$78K	Sell	1,293 -79	-6%	-$4.68K	0.04%	186
2020 Q4	$78K	Buy	+1,372	New	+$73K	0.05%	175

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 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

RJFSA

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

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

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

MTM Investment Management's FDT Position: Q1 2024 in Review

MTM Investment Management sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q1 2024, closing a stake of 915 shares — an estimated $48K sold.

MTM Investment Management first reported a position in FDT in Q4 2020 and held it in 13 quarters. The position peaked at $81K in Q2 2021. 114 funds tracked by Wall St. Rank hold FDT as of Q1 2024.

MTM Investment Management reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
MTM Investment Management sold 915 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q1 2024, an estimated $48K.
MTM Investment Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2020 and held it in 13 quarters.
MTM Investment Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $81K in Q2 2021.
114 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2024.

Based on MTM Investment Management's 13F filing for Q1 2024, filed 25 Apr 2024.