Avantax Advisory Services’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Avantax Advisory Services’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	$2.86M	Sell	41,604 -4,282	-9%	-$269K	0.02%	639
2025 Q1	$2.67M	Sell	45,886 -4,644	-9%	-$266K	0.02%	627
2024 Q4	$2.73M	Sell	50,530 -4,126	-8%	-$231K	0.02%	587
2024 Q3	$3.15M	Sell	54,656 -2,702	-5%	-$151K	0.02%	523
2024 Q2	$3.16M	Sell	57,358 -839	-1%	-$46.8K	0.02%	511
2024 Q1	$3.27M	Sell	58,197 -14,608	-20%	-$778K	0.03%	404
2023 Q4	$3.82M	Sell	72,805 -9,620	-12%	-$482K	0.04%	330
2023 Q3	$4.14M	Sell	82,425 -10,990	-12%	-$575K	0.05%	294
2023 Q2	$4.8M	Buy	93,415 +998	+1%	+$50.9K	0.05%	262
2023 Q1	$4.68M	Sell	92,417 -4,264	-4%	-$215K	0.06%	257
2022 Q4	$4.61M	Buy	96,681 +716	+0.7%	+$33.1K	0.06%	243
2022 Q3	$4.02M	Sell	95,965 -6,666	-6%	-$315K	0.06%	237
2022 Q2	$4.92M	Buy	102,631 +39,905	+64%	+$2.14M	0.07%	202
2022 Q1	$3.64M	Buy	62,726 +30,272	+93%	+$1.76M	0.05%	262
2021 Q4	$1.97M	Buy	32,454 +2,774	+9%	+$170K	0.03%	371
2021 Q3	$1.81M	Buy	29,680 +19,501	+192%	+$1.23M	0.03%	358
2021 Q2	$635K	Sell	10,179 -766	-7%	-$48.6K	0.01%	614
2021 Q1	$659K	Buy	10,945 +115	+1%	+$6.81K	0.01%	535
2020 Q4	$614K	Sell	10,830 -36,820	-77%	-$1.96M	0.01%	496
2020 Q3	$2.39M	Buy	+47,650	New	+$2.39M	0.04%	331

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

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 $43.3B AUM 29.3% 1-Year Est. Return

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Avantax Advisory Services's FDT Position: Q2 2025 in Review

Avantax Advisory Services reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 9.3% in Q2 2025, selling an estimated $269K and leaving 41,604 shares worth $2.86M. The position accounts for 0.02% of the portfolio, ranked #639.

Avantax Advisory Services first reported a position in FDT in Q3 2020 and has held it in 20 quarters since. The position peaked at $4.92M in Q2 2022. 119 funds tracked by Wall St. Rank hold FDT as of Q2 2025.

Avantax Advisory Services held 41,604 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $2.86M as of Q2 2025.
Avantax Advisory Services sold 4,282 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2025, an estimated $269K.
First Trust Developed Markets ex-US AlphaDEX Fund made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #639 holding.
Avantax Advisory Services first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2020 and has held it in 20 quarters since.
Avantax Advisory Services's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $4.92M in Q2 2022.
119 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.