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Total Clarity Wealth Management’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Total Clarity Wealth 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
2022
Q3 		– Sell
-146
Closed -$7K – 461
2022
Q2 		$7K Buy
+146
New +$7.83K ﹤0.01% 748

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Total Clarity Wealth Management's FDT Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q3 2022, closing a stake of 146 shares — an estimated $7K sold.

Total Clarity Wealth Management first reported a position in FDT in Q2 2022 and held it in 1 quarter. The position peaked at $7K in Q2 2022. 93 funds tracked by Wall St. Rank hold FDT as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 146 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2022, an estimated $7K.
  • Total Clarity Wealth Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q2 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $7K in Q2 2022.
  • 93 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.