Atria Investments’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Atria Investments’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	$2.98M	Sell	31,494 -385	-1%	-$36.8K	0.03%	572
2026 Q1	$2.77M	Sell	31,879 -11,647	-27%	-$1.03M	0.03%	560
2025 Q4	$3.46M	Sell	43,526 -2,664	-6%	-$206K	0.04%	504
2025 Q3	$3.48M	Sell	46,190 -3,918	-8%	-$283K	0.04%	515
2025 Q2	$3.45M	Sell	50,108 -2,453	-5%	-$154K	0.04%	525
2025 Q1	$3.06M	Sell	52,561 -1,287	-2%	-$73.7K	0.04%	540
2024 Q4	$2.91M	Buy	53,848 +16,309	+43%	+$913K	0.04%	535
2024 Q3	$2.16M	Buy	37,539 +2,358	+7%	+$132K	0.03%	636
2024 Q2	$1.94M	Buy	35,181 +1,543	+5%	+$86K	0.03%	660
2024 Q1	$1.89M	Buy	33,638 +3,276	+11%	+$175K	0.03%	675
2023 Q4	$1.59M	Buy	30,362 +4,182	+16%	+$209K	0.02%	685
2023 Q3	$1.32M	Buy	26,180 +359	+1%	+$18.8K	0.02%	729
2023 Q2	$1.33M	Buy	25,821 +191	+0.7%	+$9.75K	0.02%	722
2023 Q1	$1.3M	Buy	+25,630	New	+$1.29M	0.02%	708

Other funds holding FDT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Atria Investments's FDT Position: Q2 2026 in Review

Atria Investments reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 1.2% in Q2 2026, selling an estimated $36.8K and leaving 31,494 shares worth $2.98M. The position accounts for 0.03% of the portfolio, ranked #572.

Atria Investments first reported a position in FDT in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.48M in Q3 2025. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

Atria Investments held 31,494 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $2.98M as of Q2 2026.
Atria Investments sold 385 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $36.8K.
First Trust Developed Markets ex-US AlphaDEX Fund made up 0.03% of Atria Investments's portfolio in Q2 2026, its #572 holding.
Atria Investments first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2023 and has held it in 14 quarters since.
Atria Investments's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $3.48M in Q3 2025.
202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.