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

Provence Wealth Management 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
2023
Q4 		$52.5K Hold
1,000
– – 0.03% 218
2023
Q3 		$50.2K Buy
+1,000
New +$52.3K 0.03% 208

Other funds holding FDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Provence Wealth Management Group's FDT Position: Q4 2023 in Review

Provence Wealth Management Group held its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) position steady in Q4 2023 at 1,000 shares worth $52.5K. The position accounts for 0.03% of the portfolio, ranked #218.

Provence Wealth Management Group first reported a position in FDT in Q3 2023 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold FDT as of Q4 2023.

  • Provence Wealth Management Group held 1,000 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $52.5K as of Q4 2023.
  • Provence Wealth Management Group left its First Trust Developed Markets ex-US AlphaDEX Fund share count unchanged in Q4 2023.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.03% of Provence Wealth Management Group's portfolio in Q4 2023, its #218 holding.
  • Provence Wealth Management Group first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2023 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.