Winslow Evans & Crocker’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$280K	Buy	4,965 +2,505	+102%	+$133K	0.05%	281
2020 Q3	$124K	Sell	2,460 -350	-12%	-$17.6K	0.03%	328
2020 Q2	$132K	Hold	2,810	–	–	0.04%	312
2020 Q1	$112K	Sell	2,810 -1,226	-30%	-$61.1K	0.04%	314
2019 Q4	$226K	Hold	4,036	–	–	0.06%	269
2019 Q3	$212K	Hold	4,036	–	–	0.06%	279
2019 Q2	$218K	Sell	4,036 -754	-16%	-$40.4K	0.06%	279
2019 Q1	$262K	Buy	4,790 +50	+1%	+$2.66K	0.07%	262
2018 Q4	$234K	Buy	4,740 +400	+9%	+$21K	0.08%	239
2018 Q3	$258K	Hold	4,340	–	–	0.08%	234
2018 Q2	$262K	Buy	4,340 +160	+4%	+$10K	0.08%	220
2018 Q1	$263K	Buy	4,180 +450	+12%	+$28.7K	0.09%	220
2017 Q4	$233K	Hold	3,730	–	–	0.07%	238
2017 Q3	$221K	Sell	3,730 -6,050	-62%	-$348K	0.07%	236
2017 Q2	$540K	Sell	9,780 -202	-2%	-$11K	0.15%	162
2017 Q1	$521K	Buy	9,982 +836	+9%	+$42.2K	0.16%	138
2016 Q4	$432K	Hold	9,146	–	–	0.13%	159
2016 Q3	$450K	Sell	9,146 -300	-3%	-$14.3K	0.13%	165
2016 Q2	$426K	Buy	9,446 +2,756	+41%	+$127K	0.13%	166
2016 Q1	$311K	Sell	6,690 -202	-3%	-$8.85K	0.09%	199
2015 Q4	$321K	Sell	6,892 -200	-3%	-$9.5K	0.09%	216
2015 Q3	$318K	Hold	7,092	–	–	0.1%	209
2015 Q2	$361K	Buy	7,092 +336	+5%	+$17.6K	0.1%	206
2015 Q1	$342K	Sell	6,756 -600	-8%	-$29.5K	0.1%	218
2014 Q4	$348K	Hold	7,356	–	–	0.1%	205
2014 Q3	$367K	Sell	7,356 -19	-0.3%	-$987	0.11%	212
2014 Q2	$391K	Buy	7,375 +1,785	+32%	+$93.4K	0.13%	179
2014 Q1	$292K	Buy	5,590 +800	+17%	+$40.9K	0.1%	218
2013 Q4	$246K	Buy	+4,790	New	+$241K	0.08%	251

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

Winslow Evans & Crocker's FDT Position: Q4 2020 in Review

Winslow Evans & Crocker increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 102% in Q4 2020, buying an estimated $133K and bringing the position to 4,965 shares worth $280K. The position accounts for 0.05% of the portfolio, ranked #281.

Winslow Evans & Crocker first reported a position in FDT in Q4 2013 and has held it in 29 quarters since. The position peaked at $540K in Q2 2017. 89 funds tracked by Wall St. Rank hold FDT as of Q4 2020.

Winslow Evans & Crocker held 4,965 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $280K as of Q4 2020.
Winslow Evans & Crocker bought 2,505 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2020, an estimated $133K.
First Trust Developed Markets ex-US AlphaDEX Fund made up 0.05% of Winslow Evans & Crocker's portfolio in Q4 2020, its #281 holding.
Winslow Evans & Crocker first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $540K in Q2 2017.
89 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.