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

AE Wealth Management’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
2026
Q2 		$2.42M Buy
25,606
+519
+2% +$49.6K 0.01% 601
2026
Q1 		$2.18M Sell
25,087
-12,281
-33% -$1.09M 0.01% 622
2025
Q4 		$2.97M Sell
37,368
-3,660
-9% -$283K 0.02% 499
2025
Q3 		$3.09M Sell
41,028
-3,588
-8% -$259K 0.02% 457
2025
Q2 		$3.07M Sell
44,616
-13,375
-23% -$841K 0.02% 444
2025
Q1 		$3.38M Sell
57,991
-4,260
-7% -$244K 0.03% 422
2024
Q4 		$3.37M Sell
62,251
-167
-0.3% -$9.35K 0.03% 422
2024
Q3 		$3.6M Buy
62,418
+9,369
+18% +$525K 0.03% 399
2024
Q2 		$2.92M Buy
53,049
+6,362
+14% +$355K 0.03% 439
2024
Q1 		$2.62M Sell
46,687
-13,433
-22% -$716K 0.03% 434
2023
Q4 		$3.12M Buy
60,120
+211
+0.4% +$10.6K 0.02% 752
2023
Q3 		$3.01M Buy
59,909
+8,708
+17% +$455K 0.02% 710
2023
Q2 		$2.63M Sell
51,201
-15,024
-23% -$767K 0.02% 752
2023
Q1 		$3.36M Buy
66,225
+7,469
+13% +$377K 0.02% 625
2022
Q4 		$2.8M Buy
58,756
+9,742
+20% +$450K 0.02% 633
2022
Q3 		$2.05M Buy
49,014
+8,362
+21% +$395K 0.02% 694
2022
Q2 		$1.95M Buy
40,652
+8,132
+25% +$436K 0.02% 679
2022
Q1 		$1.88M Buy
32,520
+10,373
+47% +$602K 0.01% 719
2021
Q4 		$1.34M Buy
22,147
+10,041
+83% +$614K 0.01% 828
2021
Q3 		$738K Buy
12,106
+2,522
+26% +$159K 0.01% 978
2021
Q2 		$600K Buy
9,584
+3,457
+56% +$219K 0.01% 1077
2021
Q1 		$368K Sell
6,127
-416
-6% -$24.6K ﹤0.01% 1179
2020
Q4 		$370K Sell
6,543
-334
-5% -$17.8K ﹤0.01% 1064
2020
Q3 		$346K Sell
6,877
-9,644
-58% -$484K ﹤0.01% 992
2020
Q2 		$775K Buy
+16,521
New +$734K 0.01% 705

Other funds holding FDT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SPWG
Sage Private Wealth Group Oakbrook Terrace, Illinois $222M AUM 31.12% 1-Year Est. Return

AE Wealth Management's FDT Position: Q2 2026 in Review

AE Wealth Management increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 2.1% in Q2 2026, buying an estimated $49.6K and bringing the position to 25,606 shares worth $2.42M. The position accounts for 0.01% of the portfolio, ranked #601.

AE Wealth Management first reported a position in FDT in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.6M in Q3 2024. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • AE Wealth Management held 25,606 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $2.42M as of Q2 2026.
  • AE Wealth Management bought 519 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $49.6K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #601 holding.
  • AE Wealth Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q2 2020 and has held it in 25 quarters since.
  • AE Wealth Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $3.6M in Q3 2024.
  • 202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.