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

Sowell 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
2021 Q2	–	Sell	-116	Closed	-$7K	–	1249
2021 Q1	$7K	Sell	116 -114	-50%	-$6.75K	﹤0.01%	2452
2020 Q4	$13K	Sell	230 -1,283	-85%	-$68.2K	﹤0.01%	1909
2020 Q3	$76K	Buy	1,513 +1,292	+585%	+$64.8K	﹤0.01%	1073
2020 Q2	$10K	Buy	221 +25	+13%	+$1.11K	﹤0.01%	1687
2020 Q1	$8K	Buy	196 +2	+1%	+$100	﹤0.01%	1675
2019 Q4	$11K	Sell	194 -6,310	-97%	-$341K	﹤0.01%	1650
2019 Q3	$340K	Buy	+6,504	New	+$340K	0.03%	503
2019 Q1	$375K	Buy	6,902 +544	+9%	+$29K	0.04%	409
2018 Q4	$312K	Buy	+6,358	New	+$334K	0.04%	379

Other funds holding FDT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sowell Financial Services's FDT Position: Q2 2021 in Review

Sowell Financial Services sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2021, closing a stake of 116 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in FDT in Q4 2018 and held it in 9 quarters. The position peaked at $375K in Q1 2019. 94 funds tracked by Wall St. Rank hold FDT as of Q2 2021.

Sowell Financial Services reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 116 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2021, an estimated $7K.
Sowell Financial Services first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2018 and held it in 9 quarters.
Sowell Financial Services's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $375K in Q1 2019.
94 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.