Wagner Wealth Management (South Carolina)’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-339	Closed	-$14K	–	406
2022 Q3	$14K	Buy	339 +47	+16%	+$2.22K	0.01%	370
2022 Q2	$14K	Buy	+292	New	+$15.7K	0.01%	383
2022 Q1	–	Sell	-241	Closed	-$15K	–	366
2021 Q4	$15K	Buy	241 +28	+13%	+$1.71K	0.01%	438
2021 Q3	$13K	Buy	213 +64	+43%	+$4.03K	0.01%	431
2021 Q2	$9K	Buy	149 +113	+314%	+$7.16K	0.01%	504
2021 Q1	$2K	Buy	+36	New	+$2.13K	﹤0.01%	600
2018 Q3	$20K	Buy	333 +3	+0.9%	+$178	0.01%	344
2018 Q2	$20K	Hold	330	–	–	0.01%	314
2018 Q1	$21K	Hold	330	–	–	0.02%	280
2017 Q4	$21K	Buy	+330	New	+$20K	0.02%	297

Other funds holding FDT

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s FDT Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q4 2022, closing a stake of 339 shares — an estimated $14K sold.

Wagner Wealth Management (South Carolina) first reported a position in FDT in Q4 2017 and held it in 10 quarters. The position peaked at $21K in Q1 2018. 107 funds tracked by Wall St. Rank hold FDT as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 339 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2022, an estimated $14K.
Wagner Wealth Management (South Carolina) first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $21K in Q1 2018.
107 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.