Towerpoint Wealth’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
29,051
+995
| +4% | +$68.4K | 0.89% | 23 |
|
|
2025
Q1 | $1.63M | Buy |
28,056
+327
| +1% | +$19K | 0.81% | 24 |
|
|
2024
Q4 | $1.5M | Buy |
27,729
+1,449
| +6% | +$78.4K | 0.73% | 27 |
|
|
2024
Q3 | $1.52M | Sell |
26,280
-401
| -2% | -$23.1K | 0.72% | 27 |
|
|
2024
Q2 | $1.47M | Sell |
26,681
-284
| -1% | -$15.6K | 0.73% | 26 |
|
|
2024
Q1 | $1.51M | Buy |
26,965
+693
| +3% | +$38.9K | 0.76% | 26 |
|
|
2023
Q4 | $1.38M | Sell |
26,272
-369
| -1% | -$19.4K | 0.75% | 25 |
|
|
2023
Q3 | $1.34M | Sell |
26,641
-650
| -2% | -$32.7K | 0.79% | 26 |
|
|
2023
Q2 | $1.4M | Sell |
27,291
-521
| -2% | -$26.8K | 0.79% | 26 |
|
|
2023
Q1 | $1.41M | Sell |
27,812
-820
| -3% | -$41.6K | 0.81% | 24 |
|
|
2022
Q4 | $1.37M | Buy |
28,632
+1,049
| +4% | +$50.1K | 0.79% | 26 |
|
|
2022
Q3 | $1.16M | Buy |
27,583
+3,813
| +16% | +$160K | 0.7% | 29 |
|
|
2022
Q2 | $1.14M | Buy |
23,770
+2,132
| +10% | +$102K | 0.68% | 30 |
|
|
2022
Q1 | $1.25M | Buy |
21,638
+2,017
| +10% | +$117K | 0.62% | 31 |
|
|
2021
Q4 | $1.19M | Buy |
19,621
+796
| +4% | +$48.3K | 0.56% | 32 |
|
|
2021
Q3 | $1.15M | Buy |
18,825
+2,200
| +13% | +$134K | 0.57% | 29 |
|
|
2021
Q2 | $1.04M | Buy |
16,625
+855
| +5% | +$53.5K | 0.52% | 33 |
|
|
2021
Q1 | $948K | Buy |
15,770
+728
| +5% | +$43.8K | 0.45% | 32 |
|
|
2020
Q4 | $850K | Buy |
15,042
+540
| +4% | +$30.5K | 0.43% | 31 |
|
|
2020
Q3 | $729K | Buy |
14,502
+2,139
| +17% | +$108K | 0.41% | 31 |
|
|
2020
Q2 | $580K | Buy |
12,363
+2,041
| +20% | +$95.8K | 0.36% | 34 |
|
|
2020
Q1 | $411K | Buy |
10,322
+69
| +0.7% | +$2.75K | 0.33% | 34 |
|
|
2019
Q4 | $570K | Sell |
10,253
-712
| -6% | -$39.6K | 0.38% | 31 |
|
|
2019
Q3 | $574K | Buy |
10,965
+5,606
| +105% | +$293K | 0.39% | 28 |
|
|
2019
Q2 | $282K | Buy |
5,359
+386
| +8% | +$20.3K | 0.2% | 42 |
|
|
2019
Q1 | $270K | Buy |
4,973
+600
| +14% | +$32.6K | 0.19% | 45 |
|
|
2018
Q4 | $214K | Buy |
+4,373
| New | +$214K | 0.17% | 41 |
|