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

Walkner Condon 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
2024 Q1	–	Sell	-4,337	Closed	-$228K	–	270
2023 Q4	$228K	Sell	4,337 -2,814	-39%	-$141K	0.05%	238
2023 Q3	$359K	Sell	7,151 -3,129	-30%	-$164K	0.1%	163
2023 Q2	$528K	Sell	10,280 -121	-1%	-$6.18K	0.14%	126
2023 Q1	$527K	Sell	10,401 -291	-3%	-$14.7K	0.15%	124
2022 Q4	$510K	Sell	10,692 -712	-6%	-$32.9K	0.15%	121
2022 Q3	$477K	Buy	11,404 +876	+8%	+$41.4K	0.15%	121
2022 Q2	$504K	Buy	10,528 +1,851	+21%	+$99.3K	0.16%	117
2022 Q1	$502K	Buy	+8,677	New	+$504K	0.14%	130
2021 Q4	–	Sell	-5,432	Closed	-$331K	–	134
2021 Q3	$331K	Buy	+5,432	New	+$342K	0.16%	109
2020 Q4	–	Sell	-5,862	Closed	-$295K	–	140
2020 Q3	$295K	Buy	+5,862	New	+$294K	0.16%	101

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

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

KWM

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

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

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

RJFSA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Walkner Condon Financial Advisors's FDT Position: Q1 2024 in Review

Walkner Condon Financial Advisors sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q1 2024, closing a stake of 4,337 shares — an estimated $228K sold.

Walkner Condon Financial Advisors first reported a position in FDT in Q3 2020 and held it in 10 quarters. The position peaked at $528K in Q2 2023. 114 funds tracked by Wall St. Rank hold FDT as of Q1 2024.

Walkner Condon Financial Advisors reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
Walkner Condon Financial Advisors sold 4,337 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q1 2024, an estimated $228K.
Walkner Condon Financial Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2020 and held it in 10 quarters.
Walkner Condon Financial Advisors's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $528K in Q2 2023.
114 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2024.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.