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

Royal Fund Management’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
-19
Closed -$1K – 609
2019
Q4 		$1K Hold
19
– – ﹤0.01% 578
2019
Q3 		$0 Buy
+19
New +$994 ﹤0.01% 599

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 $71.6B AUM 21.08% 1-Year Est. Return

Royal Fund Management's FDT Position: Q1 2020 in Review

Royal Fund Management sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q1 2020, closing a stake of 19 shares — an estimated $1K sold.

Royal Fund Management first reported a position in FDT in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 82 funds tracked by Wall St. Rank hold FDT as of Q1 2020.

  • Royal Fund Management reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Royal Fund Management sold 19 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q1 2020, an estimated $1K.
  • Royal Fund Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2019 and held it in 2 quarters.
  • Royal Fund Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $1K in Q4 2019.
  • 82 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2020.

Based on Royal Fund Management's 13F filing for Q1 2020, filed 8 May 2020.