Pinnacle Family Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Sell |
8,043
-215
| -3% | -$14.8K | 0.27% | 66 |
|
|
2025
Q1 | $481K | Sell |
8,258
-2
| -0% | -$117 | 0.26% | 72 |
|
|
2024
Q4 | $447K | Buy |
8,260
+379
| +5% | +$20.5K | 0.22% | 76 |
|
|
2024
Q3 | $455K | Buy |
7,881
+66
| +0.8% | +$3.81K | 0.24% | 75 |
|
|
2024
Q2 | $430K | Sell |
7,815
-406
| -5% | -$22.4K | 0.24% | 68 |
|
|
2024
Q1 | $461K | Sell |
8,221
-45
| -0.5% | -$2.53K | 0.25% | 60 |
|
|
2023
Q4 | $434K | Buy |
8,266
+44
| +0.5% | +$2.31K | 0.26% | 59 |
|
|
2023
Q3 | $413K | Sell |
8,222
-3,199
| -28% | -$161K | 0.24% | 57 |
|
|
2023
Q2 | $586K | Sell |
11,421
-443
| -4% | -$22.7K | 0.32% | 54 |
|
|
2023
Q1 | $601K | Sell |
11,864
-290
| -2% | -$14.7K | 0.37% | 53 |
|
|
2022
Q4 | $580K | Sell |
12,154
-498
| -4% | -$23.8K | 0.41% | 45 |
|
|
2022
Q3 | $530K | Buy |
12,652
+691
| +6% | +$28.9K | 0.46% | 39 |
|
|
2022
Q2 | $573K | Buy |
11,961
+3,400
| +40% | +$163K | 0.47% | 45 |
|
|
2022
Q1 | $495K | Buy |
8,561
+3,669
| +75% | +$212K | 0.26% | 68 |
|
|
2021
Q4 | $297K | Buy |
4,892
+468
| +11% | +$28.4K | 0.13% | 85 |
|
|
2021
Q3 | $270K | Sell |
4,424
-1,408
| -24% | -$85.9K | 0.12% | 112 |
|
|
2021
Q2 | $365K | Sell |
5,832
-619
| -10% | -$38.7K | 0.16% | 87 |
|
|
2021
Q1 | $388K | Sell |
6,451
-416
| -6% | -$25K | 0.2% | 75 |
|
|
2020
Q4 | $388K | Buy |
+6,867
| New | +$388K | 0.24% | 75 |
|
|
2018
Q3 | – | Sell |
-7,170
| Closed | -$429K | – | 66 |
|
|
2018
Q2 | $429K | Sell |
7,170
-760
| -10% | -$45.5K | 0.23% | 53 |
|
|
2018
Q1 | $498K | Sell |
7,930
-95,680
| -92% | -$6.01M | 0.28% | 47 |
|
|
2017
Q4 | $6.47M | Sell |
103,610
-47,490
| -31% | -$2.96M | 2.98% | 9 |
|
|
2017
Q3 | $8.93M | Buy |
151,100
+24,365
| +19% | +$1.44M | 4.2% | 7 |
|
|
2017
Q2 | $7M | Buy |
126,735
+94,235
| +290% | +$5.21M | 3.91% | 6 |
|
|
2017
Q1 | $1.7M | Buy |
32,500
+17,405
| +115% | +$908K | 1.05% | 15 |
|
|
2016
Q4 | $713K | Buy |
+15,095
| New | +$713K | 0.44% | 46 |
|