Polaris Wealth Advisory Group’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Polaris Wealth Advisory Group’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	-1,110	Closed	-$66K	–	251
2018 Q3	$66K	Sell	1,110 -98	-8%	-$5.81K	﹤0.01%	228
2018 Q2	$76K	Sell	1,208 -45	-4%	-$2.82K	0.01%	117
2018 Q1	$79K	Buy	+1,253	New	+$80K	0.01%	188

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

Polaris Wealth Advisory Group's FDT Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q4 2018, closing a stake of 1,110 shares — an estimated $66K sold.

Polaris Wealth Advisory Group first reported a position in FDT in Q1 2018 and held it in 3 quarters. The position peaked at $79K in Q1 2018. 99 funds tracked by Wall St. Rank hold FDT as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 1,110 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2018, an estimated $66K.
Polaris Wealth Advisory Group first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2018 and held it in 3 quarters.
Polaris Wealth Advisory Group's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $79K 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 Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.