Quad-Cities Investment Group’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Quad-Cities Investment 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
2019 Q4	–	Sell	-536	Closed	-$29K	–	327
2019 Q3	$29K	Sell	536 -399	-43%	-$20.9K	0.02%	423
2019 Q2	$52K	Hold	935	–	–	0.05%	329
2019 Q1	$52K	Buy	935 +1	+0.1%	+$53	0.05%	324
2018 Q4	$46K	Hold	934	–	–	0.05%	331
2018 Q3	$56K	Buy	934 +127	+16%	+$7.53K	0.05%	331
2018 Q2	$48K	Buy	+807	New	+$50.6K	0.04%	355

Other funds holding FDT

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Quad-Cities Investment Group's FDT Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q4 2019, closing a stake of 536 shares — an estimated $29K sold.

Quad-Cities Investment Group first reported a position in FDT in Q2 2018 and held it in 6 quarters. The position peaked at $56K in Q3 2018. 97 funds tracked by Wall St. Rank hold FDT as of Q4 2019.

Quad-Cities Investment Group reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 536 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2019, an estimated $29K.
Quad-Cities Investment Group first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $56K in Q3 2018.
97 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.