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

Peterson Wealth Advisors’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
2018 Q4	–	Sell	-3,437	Closed	-$204K	–	41
2018 Q3	$204K	Buy	3,437 +14	+0.4%	+$831	0.15%	43
2018 Q2	$205K	Buy	3,423 +29	+0.9%	+$1.82K	0.17%	41
2018 Q1	$213K	Buy	+3,394	New	+$217K	0.18%	46

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

TIM

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

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

RJFSA

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Peterson Wealth Advisors's FDT Position: Q4 2018 in Review

Peterson Wealth Advisors sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q4 2018, closing a stake of 3,437 shares — an estimated $204K sold.

Peterson Wealth Advisors first reported a position in FDT in Q1 2018 and held it in 3 quarters. The position peaked at $213K in Q1 2018. 99 funds tracked by Wall St. Rank hold FDT as of Q4 2018.

Peterson Wealth Advisors reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
Peterson Wealth Advisors sold 3,437 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2018, an estimated $204K.
Peterson Wealth Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2018 and held it in 3 quarters.
Peterson Wealth Advisors's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $213K in Q1 2018.
99 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2018.

Based on Peterson Wealth Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.