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

Transamerica Financial Advisors’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 Q3	–	Sell	-2	Closed	-$1K	–	279
2020 Q2	$1K	Buy	+2	New	+$89	﹤0.01%	385
2019 Q3	–	Sell	-7,697	Closed	-$416K	–	233
2019 Q2	$416K	Buy	7,697 +7,484	+3,514%	+$401K	0.09%	130
2019 Q1	$12K	Sell	213 -7,417	-97%	-$395K	0.07%	49
2018 Q4	$375K	Buy	7,630 +473	+7%	+$24.9K	0.1%	124
2018 Q3	$425K	Buy	7,157 +517	+8%	+$30.7K	0.09%	133
2018 Q2	$398K	Buy	6,640 +703	+12%	+$44.1K	0.09%	134
2018 Q1	$373K	Buy	+5,937	New	+$379K	0.06%	182

Other funds holding FDT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Transamerica Financial Advisors's FDT Position: Q3 2020 in Review

Transamerica Financial Advisors sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q3 2020, closing a stake of 2 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in FDT in Q1 2018 and held it in 7 quarters. The position peaked at $425K in Q3 2018. 85 funds tracked by Wall St. Rank hold FDT as of Q3 2020.

Transamerica Financial Advisors reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
Transamerica Financial Advisors sold 2 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2020, an estimated $1K.
Transamerica Financial Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2018 and held it in 7 quarters.
Transamerica Financial Advisors's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $425K in Q3 2018.
85 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2020.

Based on Transamerica Financial Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.