1776 Wealth’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

1776 Wealth’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
2025 Q3	–	Sell	-3,148	Closed	-$216K	–	143
2025 Q2	$216K	Buy	+3,148	New	+$198K	0.09%	136
2024 Q3	–	Sell	-4,004	Closed	-$220K	–	146
2024 Q2	$220K	Sell	4,004 -360	-8%	-$20.1K	0.1%	137
2024 Q1	$245K	Hold	4,364	–	–	0.12%	119
2023 Q4	$229K	Sell	4,364 -107	-2%	-$5.36K	0.11%	119
2023 Q3	$225K	Hold	4,471	–	–	0.12%	114
2023 Q2	$230K	Buy	+4,471	New	+$228K	0.12%	120

Other funds holding FDT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SPWG

Sage Private Wealth Group Oakbrook Terrace, Illinois $199M AUM 28.03% 1-Year Est. Return

1776 Wealth's FDT Position: Q3 2025 in Review

1776 Wealth sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q3 2025, closing a stake of 3,148 shares — an estimated $216K sold.

1776 Wealth first reported a position in FDT in Q2 2023 and held it in 6 quarters. The position peaked at $245K in Q1 2024. 140 funds tracked by Wall St. Rank hold FDT as of Q3 2025.

1776 Wealth reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
1776 Wealth sold 3,148 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2025, an estimated $216K.
1776 Wealth first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q2 2023 and held it in 6 quarters.
1776 Wealth's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $245K in Q1 2024.
140 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2025.

Based on 1776 Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.