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

WealthShield 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
Q3 		– Sell
-179
Closed -$11K – 399
2021
Q2 		$11K Hold
179
– – ﹤0.01% 747
2021
Q1 		$11K Buy
+179
New +$10.6K ﹤0.01% 779

Other funds holding FDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WealthShield Partners's FDT Position: Q3 2021 in Review

WealthShield Partners sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q3 2021, closing a stake of 179 shares — an estimated $11K sold.

WealthShield Partners first reported a position in FDT in Q1 2021 and held it in 2 quarters. The position peaked at $11K in Q2 2021. 93 funds tracked by Wall St. Rank hold FDT as of Q3 2021.

  • WealthShield Partners reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 179 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2021, an estimated $11K.
  • WealthShield Partners first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $11K in Q2 2021.
  • 93 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.