Risk Paradigm Group’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Risk Paradigm 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	$512K	Sell	10,445 -244	-2%	-$12.8K	1.24%	29
2018 Q3	$635K	Buy	10,689 +1,865	+21%	+$111K	1.26%	18
2018 Q2	$529K	Sell	8,824 -309	-3%	-$19.4K	1.02%	29
2018 Q1	$574K	Sell	9,133 -143	-2%	-$9.13K	0.73%	35
2017 Q4	$579K	Buy	9,276 +41	+0.4%	+$2.49K	0.62%	44
2017 Q3	$546K	Sell	9,235 -5,261	-36%	-$303K	0.67%	42
2017 Q2	$801K	Sell	14,496 -1,590	-10%	-$86.2K	0.94%	30
2017 Q1	$839K	Sell	16,086 -2,096	-12%	-$106K	0.96%	29
2016 Q4	$858K	Buy	18,182 +3,753	+26%	+$178K	0.94%	33
2016 Q3	$711K	Buy	+14,429	New	+$689K	0.53%	42
2016 Q2	–	Sell	-40,173	Closed	-$1.87M	–	233
2016 Q1	$1.87M	Buy	+40,173	New	+$1.76M	2.37%	8
2015 Q3	–	Sell	-21,092	Closed	-$1.07M	–	455
2015 Q2	$1.07M	Buy	21,092 +2,534	+14%	+$133K	1.02%	34
2015 Q1	$941K	Buy	+18,558	New	+$912K	0.92%	33

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

Risk Paradigm Group's FDT Position: Q4 2018 in Review

Risk Paradigm Group reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 2.3% in Q4 2018, selling an estimated $12.8K and leaving 10,445 shares worth $512K. The position accounts for 1.24% of the portfolio, ranked #29.

Risk Paradigm Group first reported a position in FDT in Q1 2015 and has held it in 13 quarters since. The position peaked at $1.87M in Q1 2016. 99 funds tracked by Wall St. Rank hold FDT as of Q4 2018.

Risk Paradigm Group held 10,445 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $512K as of Q4 2018.
Risk Paradigm Group sold 244 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2018, an estimated $12.8K.
First Trust Developed Markets ex-US AlphaDEX Fund made up 1.24% of Risk Paradigm Group's portfolio in Q4 2018, its #29 holding.
Risk Paradigm Group first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2015 and has held it in 13 quarters since.
Risk Paradigm Group's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $1.87M in Q1 2016.
99 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2018.

Based on Risk Paradigm Group's 13F filing for Q4 2018, filed 14 Feb 2019.