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

Searcy 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
2019
Q1 		– Sell
-5,628
Closed -$276K – 16
2018
Q4 		$276K Buy
+5,628
New +$296K 0.35% 12

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Searcy Financial Services's FDT Position: Q1 2019 in Review

Searcy Financial Services sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q1 2019, closing a stake of 5,628 shares — an estimated $276K sold.

Searcy Financial Services first reported a position in FDT in Q4 2018 and held it in 1 quarter. The position peaked at $276K in Q4 2018. 107 funds tracked by Wall St. Rank hold FDT as of Q1 2019.

  • Searcy Financial Services reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
  • Searcy Financial Services sold 5,628 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q1 2019, an estimated $276K.
  • Searcy Financial Services first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2018 and held it in 1 quarter.
  • Searcy Financial Services's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $276K in Q4 2018.
  • 107 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2019.

Based on Searcy Financial Services's 13F filing for Q1 2019, filed 9 May 2019.