Wealthcare Advisory Partners’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-729	Closed	-$44K	–	969
2021 Q1	$44K	Buy	+729	New	+$43.1K	﹤0.01%	914
2020 Q2	–	Sell	-679	Closed	-$27K	–	659
2020 Q1	$27K	Sell	679 -399	-37%	-$19.9K	﹤0.01%	642
2019 Q4	$60K	Buy	1,078 +5	+0.5%	+$271	0.01%	509
2019 Q3	$56K	Buy	1,073 +3	+0.3%	+$157	0.01%	504
2019 Q2	$58K	Buy	1,070 +405	+61%	+$21.7K	0.01%	472
2019 Q1	$36K	Buy	665 +1	+0.2%	+$53	0.01%	531
2018 Q4	$33K	Buy	664 +5	+0.8%	+$263	0.01%	519
2018 Q3	$39K	Sell	659 -429	-39%	-$25.4K	0.01%	524
2018 Q2	$65K	Buy	1,088 +5	+0.5%	+$314	0.01%	414
2018 Q1	$68K	Hold	1,083	–	–	0.02%	345
2017 Q4	$68K	Buy	+1,083	New	+$65.7K	0.02%	323

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealthcare Advisory Partners's FDT Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2021, closing a stake of 729 shares — an estimated $44K sold.

Wealthcare Advisory Partners first reported a position in FDT in Q4 2017 and held it in 11 quarters. The position peaked at $68K in Q1 2018. 94 funds tracked by Wall St. Rank hold FDT as of Q2 2021.

Wealthcare Advisory Partners reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 729 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2021, an estimated $44K.
Wealthcare Advisory Partners first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $68K in Q1 2018.
94 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.