Wealthcare Advisory Partners’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-729
| Closed | -$44K | – | 969 |
|
2021
Q1 | $44K | Buy |
+729
| New | +$44K | ﹤0.01% | 914 |
|
2020
Q2 | – | Sell |
-679
| Closed | -$27K | – | 659 |
|
2020
Q1 | $27K | Sell |
679
-399
| -37% | -$15.9K | ﹤0.01% | 642 |
|
2019
Q4 | $60K | Buy |
1,078
+5
| +0.5% | +$278 | 0.01% | 509 |
|
2019
Q3 | $56K | Buy |
1,073
+3
| +0.3% | +$157 | 0.01% | 504 |
|
2019
Q2 | $58K | Buy |
1,070
+405
| +61% | +$22K | 0.01% | 472 |
|
2019
Q1 | $36K | Buy |
665
+1
| +0.2% | +$54 | 0.01% | 531 |
|
2018
Q4 | $33K | Buy |
664
+5
| +0.8% | +$248 | 0.01% | 519 |
|
2018
Q3 | $39K | Sell |
659
-429
| -39% | -$25.4K | 0.01% | 524 |
|
2018
Q2 | $65K | Buy |
1,088
+5
| +0.5% | +$299 | 0.01% | 414 |
|
2018
Q1 | $68K | Hold |
1,083
| – | – | 0.02% | 345 |
|
2017
Q4 | $68K | Buy |
+1,083
| New | +$68K | 0.02% | 323 |
|