TWP
FDT icon

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

TFO Wealth Partners’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
2020
Q4 		– Sell
-304
Closed -$15K – 104
2020
Q3 		$15K Buy
+304
New +$15.2K 0.01% 66

Other funds holding FDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TFO Wealth Partners's FDT Position: Q4 2020 in Review

TFO Wealth Partners sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q4 2020, closing a stake of 304 shares — an estimated $15K sold.

TFO Wealth Partners first reported a position in FDT in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 89 funds tracked by Wall St. Rank hold FDT as of Q4 2020.

  • TFO Wealth Partners reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 304 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2020, an estimated $15K.
  • TFO Wealth Partners first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2020 and held it in 1 quarter.
  • TFO Wealth Partners's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $15K in Q3 2020.
  • 89 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2020.

Based on TFO Wealth Partners's 13F filing for Q4 2020, filed 29 Jan 2021.