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

Atria Wealth Solutions’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
Q2 		$422K Sell
6,139
-20,642
-77% -$1.3M 0.01% 994
2025
Q1 		$1.56M Sell
26,781
-1,882
-7% -$108K 0.02% 723
2024
Q4 		$1.55M Sell
28,663
-6,885
-19% -$385K 0.02% 740
2024
Q3 		$2.05M Buy
35,548
+1,328
+4% +$74.4K 0.02% 624
2024
Q2 		$1.88M Buy
34,220
+5,731
+20% +$319K 0.02% 642
2024
Q1 		$1.6M Sell
28,489
-3,139
-10% -$167K 0.02% 708
2023
Q4 		$1.66M Buy
31,628
+2,308
+8% +$116K 0.02% 666
2023
Q3 		$1.47M Buy
29,320
+1,920
+7% +$100K 0.02% 664
2023
Q2 		$1.41M Sell
27,400
-1,649
-6% -$84.2K 0.02% 708
2023
Q1 		$1.47M Buy
29,049
+1,613
+6% +$81.5K 0.02% 653
2022
Q4 		$1.31M Sell
27,436
-467
-2% -$21.6K 0.02% 646
2022
Q3 		$1.17M Buy
27,903
+1,227
+5% +$58K 0.02% 667
2022
Q2 		$1.28M Sell
26,676
-688
-3% -$36.9K 0.02% 592
2022
Q1 		$1.58M Buy
+27,364
New +$1.59M 0.03% 553

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Atria Wealth Solutions's FDT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 77% in Q2 2025, selling an estimated $1.3M and leaving 6,139 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #994.

Atria Wealth Solutions first reported a position in FDT in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.05M in Q3 2024. 119 funds tracked by Wall St. Rank hold FDT as of Q2 2025.

  • Atria Wealth Solutions held 6,139 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $422K as of Q2 2025.
  • Atria Wealth Solutions sold 20,642 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2025, an estimated $1.3M.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #994 holding.
  • Atria Wealth Solutions first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $2.05M in Q3 2024.
  • 119 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.