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

Northwest Wealth 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
2019 Q2	–	Sell	-121	Closed	-$7K	–	230
2019 Q1	$7K	Hold	121	–	–	0.01%	369
2018 Q4	$6K	Sell	121 -1,183	-91%	-$62.2K	0.01%	371
2018 Q3	$77K	Sell	1,304 -1,029	-44%	-$61K	0.06%	178
2018 Q2	$140K	Sell	2,333 -2,622	-53%	-$165K	0.11%	127
2018 Q1	$312K	Buy	+4,955	New	+$316K	0.23%	80

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

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

TIM

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

RJFSA

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

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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Northwest Wealth Management's FDT Position: Q2 2019 in Review

Northwest Wealth Management sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2019, closing a stake of 121 shares — an estimated $7K sold.

Northwest Wealth Management first reported a position in FDT in Q1 2018 and held it in 5 quarters. The position peaked at $312K in Q1 2018. 99 funds tracked by Wall St. Rank hold FDT as of Q2 2019.

Northwest Wealth Management reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 121 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2019, an estimated $7K.
Northwest Wealth Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $312K in Q1 2018.
99 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.