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Sunbelt Securities’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Sunbelt Securities’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
2023
Q2 		– Sell
-613
Closed -$30.9K – 1712
2023
Q1 		$30.9K Buy
+613
New +$31K 0.01% 851

Other funds holding FDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sunbelt Securities's FDT Position: Q2 2023 in Review

Sunbelt Securities sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2023, closing a stake of 613 shares — an estimated $30.9K sold.

Sunbelt Securities first reported a position in FDT in Q1 2023 and held it in 1 quarter. The position peaked at $30.9K in Q1 2023. 116 funds tracked by Wall St. Rank hold FDT as of Q2 2023.

  • Sunbelt Securities reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
  • Sunbelt Securities sold 613 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2023, an estimated $30.9K.
  • Sunbelt Securities first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2023 and held it in 1 quarter.
  • Sunbelt Securities's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $30.9K in Q1 2023.
  • 116 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2023.

Based on Sunbelt Securities's 13F filing for Q2 2023, filed 16 Aug 2023.