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

Realta Investment 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
2019
Q3 		– Sell
-27
Closed -$1K – 1656
2019
Q2 		$1K Sell
27
-386
-93% -$20.7K ﹤0.01% 1620
2019
Q1 		$22K Buy
+413
New +$22K 0.01% 732

Other funds holding FDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Realta Investment Advisors's FDT Position: Q3 2019 in Review

Realta Investment Advisors sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q3 2019, closing a stake of 27 shares — an estimated $1K sold.

Realta Investment Advisors first reported a position in FDT in Q1 2019 and held it in 2 quarters. The position peaked at $22K in Q1 2019. 95 funds tracked by Wall St. Rank hold FDT as of Q3 2019.

  • Realta Investment Advisors reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 27 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2019, an estimated $1K.
  • Realta Investment Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2019 and held it in 2 quarters.
  • Realta Investment Advisors's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $22K in Q1 2019.
  • 95 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.