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Whitnell & Co’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Whitnell & Co’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
2018
Q1 		– Sell
-848
Closed -$53K – 408
2017
Q4 		$53K Buy
+848
New +$51.5K 0.02% 172

Other funds holding FDT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Whitnell & Co's FDT Position: Q1 2018 in Review

Whitnell & Co sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q1 2018, closing a stake of 848 shares — an estimated $53K sold.

Whitnell & Co first reported a position in FDT in Q4 2017 and held it in 1 quarter. The position peaked at $53K in Q4 2017. 101 funds tracked by Wall St. Rank hold FDT as of Q1 2018.

  • Whitnell & Co reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
  • Whitnell & Co sold 848 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q1 2018, an estimated $53K.
  • Whitnell & Co first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2017 and held it in 1 quarter.
  • Whitnell & Co's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $53K in Q4 2017.
  • 101 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2018.

Based on Whitnell & Co's 13F filing for Q1 2018, filed 4 May 2018.