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

Oxler Private Wealth’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
-10,124
Closed -$980K – 174
2022
Q3 		$980K Buy
+10,124
New +$478K 0.55% 47

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LPL Financial
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First Trust Advisors
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
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
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

Oxler Private Wealth's FDT Position: Q4 2022 in Review

Oxler Private Wealth sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q4 2022, closing a stake of 10,124 shares — an estimated $980K sold.

Oxler Private Wealth first reported a position in FDT in Q3 2022 and held it in 1 quarter. The position peaked at $980K in Q3 2022. 107 funds tracked by Wall St. Rank hold FDT as of Q4 2022.

  • Oxler Private Wealth reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 10,124 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2022, an estimated $980K.
  • Oxler Private Wealth first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $980K in Q3 2022.
  • 107 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.