MUFG Americas’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

MUFG Americas’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
2022 Q4	–	Sell	-888	Closed	-$37K	–	287
2022 Q3	$37K	Hold	888	–	–	﹤0.01%	522
2022 Q2	$43K	Hold	888	–	–	﹤0.01%	527
2022 Q1	$51K	Hold	888	–	–	﹤0.01%	538
2021 Q4	$54K	Buy	+888	New	+$54.3K	﹤0.01%	550

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

KWM

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

MUFG Americas's FDT Position: Q4 2022 in Review

MUFG Americas sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q4 2022, closing a stake of 888 shares — an estimated $37K sold.

MUFG Americas first reported a position in FDT in Q4 2021 and held it in 4 quarters. The position peaked at $54K in Q4 2021. 107 funds tracked by Wall St. Rank hold FDT as of Q4 2022.

MUFG Americas reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 888 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2022, an estimated $37K.
MUFG Americas first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2021 and held it in 4 quarters.
MUFG Americas's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $54K in Q4 2021.
107 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.