Patriot Financial Group Insurance Agency’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,093
| Closed | -$755K | – | 488 |
|
|
2024
Q3 | $755K | Buy |
13,093
+28
| +0.2% | +$1.62K | 0.1% | 218 |
|
|
2024
Q2 | $719K | Buy |
13,065
+491
| +4% | +$27K | 0.11% | 207 |
|
|
2024
Q1 | $706K | Buy |
12,574
+2,723
| +28% | +$153K | 0.11% | 204 |
|
|
2023
Q4 | $517K | Buy |
+9,851
| New | +$517K | 0.1% | 244 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$6K | – | 690 |
|
|
2018
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 686 |
|
|
2017
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 685 |
|
|
2017
Q3 | $6K | Sell |
100
-100
| -50% | -$6K | 0.01% | 660 |
|
|
2017
Q2 | $11K | Buy |
+200
| New | +$11K | 0.01% | 508 |
|