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

Regal 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
2020
Q1 		– Sell
-10,678
Closed -$594K – 108
2019
Q4 		$594K Sell
10,678
-107
-1% -$5.79K 0.11% 178
2019
Q3 		$564K Sell
10,785
-583
-5% -$30.5K 0.11% 181
2019
Q2 		$613K Sell
11,368
-803
-7% -$43.1K 0.12% 168
2019
Q1 		$662K Sell
12,171
-253
-2% -$13.5K 0.13% 157
2018
Q4 		$609K Buy
12,424
+4,894
+65% +$257K 0.13% 168
2018
Q3 		$447K Sell
7,530
-4,666
-38% -$277K 0.09% 202
2018
Q2 		$731K Sell
12,196
-895
-7% -$56.2K 0.22% 132
2018
Q1 		$822K Sell
13,091
-764
-6% -$48.8K 0.18% 140
2017
Q4 		$864K Sell
13,855
-19,950
-59% -$1.21M 0.19% 132
2017
Q3 		$2M Sell
33,805
-919
-3% -$52.9K 0.47% 77
2017
Q2 		$1.92M Sell
34,724
-14,382
-29% -$780K 0.48% 80
2017
Q1 		$2.56M Buy
49,106
+4,981
+11% +$251K 0.67% 50
2016
Q4 		$2.08M Buy
44,125
+29,946
+211% +$1.42M 0.58% 66
2016
Q3 		$698K Buy
14,179
+1,163
+9% +$55.5K 0.2% 127
2016
Q2 		$587K Buy
+13,016
New +$601K 0.16% 147
2014
Q4 		– Sell
-9,116
Closed -$454K – 943
2014
Q3 		$454K Hold
9,116
– – 0.14% 150
2014
Q2 		$484K Buy
9,116
+910
+11% +$47.6K 0.17% 136
2014
Q1 		$429K Buy
+8,206
New +$419K 0.18% 131

Other funds holding FDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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 $79.5B AUM 27.1% 1-Year Est. Return

Regal Investment Advisors's FDT Position: Q1 2020 in Review

Regal Investment Advisors sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q1 2020, closing a stake of 10,678 shares — an estimated $594K sold.

Regal Investment Advisors first reported a position in FDT in Q1 2014 and held it in 18 quarters. The position peaked at $2.56M in Q1 2017. 82 funds tracked by Wall St. Rank hold FDT as of Q1 2020.

  • Regal Investment Advisors reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Regal Investment Advisors sold 10,678 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q1 2020, an estimated $594K.
  • Regal Investment Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2014 and held it in 18 quarters.
  • Regal Investment Advisors's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $2.56M in Q1 2017.
  • 82 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2020.

Based on Regal Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.