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B. Riley Wealth Advisors’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		$312K Sell
5,767
-605
-9% -$33.9K 0.01% 859
2024
Q3 		$365K Sell
6,372
-4,034
-39% -$226K 0.01% 864
2024
Q2 		$573K Sell
10,406
-6,718
-39% -$374K 0.01% 755
2024
Q1 		$860K Buy
17,124
+4,499
+36% +$240K 0.02% 573
2023
Q4 		$663K Sell
12,625
-4,499
-26% -$225K 0.02% 684
2023
Q3 		$860K Buy
17,124
+2,586
+18% +$135K 0.02% 573
2023
Q2 		$747K Sell
14,538
-271
-2% -$13.8K 0.02% 677
2023
Q1 		$751K Buy
14,809
+3,509
+31% +$177K 0.02% 642
2022
Q4 		$539K Buy
11,300
+477
+4% +$22K 0.02% 753
2022
Q3 		$454K Buy
10,823
+1,325
+14% +$62.6K 0.01% 800
2022
Q2 		$455K Buy
9,498
+426
+5% +$22.8K 0.02% 699
2022
Q1 		$525K Buy
9,072
+235
+3% +$13.6K 0.02% 723
2021
Q4 		$537K Buy
8,837
+655
+8% +$40.1K 0.02% 768
2021
Q3 		$499K Buy
8,182
+800
+11% +$50.3K 0.02% 779
2021
Q2 		$463K Buy
7,382
+2,162
+41% +$137K 0.02% 803
2021
Q1 		$314K Buy
+5,220
New +$309K 0.01% 970

Other funds holding FDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

B. Riley Wealth Advisors's FDT Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 9.5% in Q4 2024, selling an estimated $33.9K and leaving 5,767 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #859.

B. Riley Wealth Advisors first reported a position in FDT in Q1 2021 and has held it in 16 quarters since. The position peaked at $860K in Q1 2024. 125 funds tracked by Wall St. Rank hold FDT as of Q4 2024.

  • B. Riley Wealth Advisors held 5,767 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $312K as of Q4 2024.
  • B. Riley Wealth Advisors sold 605 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q4 2024, an estimated $33.9K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #859 holding.
  • B. Riley Wealth Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2021 and has held it in 16 quarters since.
  • B. Riley Wealth Advisors's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $860K in Q1 2024.
  • 125 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.