S.C. Financial Services’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

S.C. Financial Services’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
2022 Q4	$648K	Buy	13,583 +244	+2%	+$11.3K	1%	29
2022 Q3	$559K	Sell	13,339 -2,075	-13%	-$98K	0.89%	32
2022 Q2	$738K	Buy	15,414 +2,481	+19%	+$133K	1.13%	24
2022 Q1	$748K	Buy	12,933 +379	+3%	+$22K	0.96%	28
2021 Q4	$776K	Buy	+12,554	New	+$768K	0.89%	32

Other funds holding FDT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

S.C. Financial Services's FDT Position: Q4 2022 in Review

S.C. Financial Services increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 1.8% in Q4 2022, buying an estimated $11.3K and bringing the position to 13,583 shares worth $648K. The position accounts for 1% of the portfolio, ranked #29.

S.C. Financial Services first reported a position in FDT in Q4 2021 and has held it in 5 quarters since. The position peaked at $776K in Q4 2021. 107 funds tracked by Wall St. Rank hold FDT as of Q4 2022.

S.C. Financial Services held 13,583 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $648K as of Q4 2022.
S.C. Financial Services bought 244 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2022, an estimated $11.3K.
First Trust Developed Markets ex-US AlphaDEX Fund made up 1% of S.C. Financial Services's portfolio in Q4 2022, its #29 holding.
S.C. Financial Services first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2021 and has held it in 5 quarters since.
S.C. Financial Services's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $776K in Q4 2021.
107 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.