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

WFG 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
2017
Q2 		$164K Buy
2,962
+1,562
+112% +$84.7K 0.04% 415
2017
Q1 		$73K Sell
1,400
-521
-27% -$26.3K 0.02% 567
2016
Q4 		$91K Sell
1,921
-179
-9% -$8.51K 0.02% 548
2016
Q3 		$103K Buy
2,100
+320
+18% +$15.3K 0.03% 509
2016
Q2 		$80K Sell
1,780
-96
-5% -$4.43K 0.02% 556
2016
Q1 		$87K Buy
1,876
+701
+60% +$30.7K 0.03% 507
2015
Q4 		$55K Buy
1,175
+425
+57% +$20.2K 0.02% 637
2015
Q3 		$34K Buy
750
+1
+0.1% +$48 0.01% 754
2015
Q2 		$38K Buy
749
+245
+49% +$12.8K 0.01% 804
2015
Q1 		$26K Sell
504
-399
-44% -$19.6K 0.01% 912
2014
Q4 		$43K Buy
903
+3
+0.3% +$144 0.01% 937
2014
Q3 		$45K Buy
900
+500
+125% +$26K 0.01% 967
2014
Q2 		$21K Buy
400
+200
+100% +$10.5K ﹤0.01% 1251
2014
Q1 		$10K Buy
+200
New +$10.2K ﹤0.01% 1462

Other funds holding FDT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

WFG Advisors's FDT Position: Q2 2017 in Review

WFG Advisors increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 112% in Q2 2017, buying an estimated $84.7K and bringing the position to 2,962 shares worth $164K. The position accounts for 0.04% of the portfolio, ranked #415.

WFG Advisors first reported a position in FDT in Q1 2014 and has held it in 14 quarters since. 67 funds tracked by Wall St. Rank hold FDT as of Q2 2017.

  • WFG Advisors held 2,962 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $164K as of Q2 2017.
  • WFG Advisors bought 1,562 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2017, an estimated $84.7K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #415 holding.
  • WFG Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2014 and has held it in 14 quarters since.
  • 67 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.