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

SignalPoint Asset 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
2024 Q4	–	Sell	-20,240	Closed	-$1.18M	–	258
2024 Q3	$1.18M	Sell	20,240 -7,625	-27%	-$427K	0.27%	71
2024 Q2	$1.53M	Sell	27,865 -17,406	-38%	-$970K	0.41%	49
2024 Q1	$2.54M	Sell	45,271 -15,753	-26%	-$839K	0.7%	30
2023 Q4	$3.2M	Sell	61,024 -1,108	-2%	-$55.5K	0.94%	20
2023 Q3	$3.12M	Sell	62,132 -273	-0.4%	-$14.3K	1%	21
2023 Q2	$3.2M	Sell	62,405 -2,525	-4%	-$129K	0.98%	17
2023 Q1	$3.29M	Buy	64,930 +4,911	+8%	+$248K	1.04%	15
2022 Q4	$2.87M	Buy	60,019 +7,590	+14%	+$351K	1%	16
2022 Q3	$2.19M	Buy	52,429 +9,927	+23%	+$469K	0.84%	28
2022 Q2	$2.04M	Buy	42,502 +1,061	+3%	+$56.9K	0.74%	34
2022 Q1	$2.4M	Buy	+41,441	New	+$2.41M	0.76%	30

Other funds holding FDT

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

SignalPoint Asset Management's FDT Position: Q4 2024 in Review

SignalPoint Asset Management sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q4 2024, closing a stake of 20,240 shares — an estimated $1.18M sold.

SignalPoint Asset Management first reported a position in FDT in Q1 2022 and held it in 11 quarters. The position peaked at $3.29M in Q1 2023. 125 funds tracked by Wall St. Rank hold FDT as of Q4 2024.

SignalPoint Asset Management reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
SignalPoint Asset Management sold 20,240 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2024, an estimated $1.18M.
SignalPoint Asset Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2022 and held it in 11 quarters.
SignalPoint Asset Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $3.29M in Q1 2023.
125 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.