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

SFMG Wealth 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
2018 Q3	–	Sell	-713,536	Closed	-$42.8M	–	148
2018 Q2	$42.8M	Buy	713,536 +29,916	+4%	+$1.88M	6.93%	6
2018 Q1	$43M	Buy	+683,620	New	+$43.7M	7.28%	6

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

SFMG Wealth Advisors's FDT Position: Q3 2018 in Review

SFMG Wealth Advisors sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q3 2018, closing a stake of 713,536 shares — an estimated $42.8M sold.

SFMG Wealth Advisors first reported a position in FDT in Q1 2018 and held it in 2 quarters. The position peaked at $43M in Q1 2018. 100 funds tracked by Wall St. Rank hold FDT as of Q3 2018.

SFMG Wealth Advisors reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
SFMG Wealth Advisors sold 713,536 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2018, an estimated $42.8M.
SFMG Wealth Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2018 and held it in 2 quarters.
SFMG Wealth Advisors's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $43M in Q1 2018.
100 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2018.

Based on SFMG Wealth Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.