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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
2025
Q2 		– Sell
-5,522
Closed -$322K – 1148
2025
Q1 		$322K Sell
5,522
-245
-4% -$14K 0.01% 939
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 $1.89T 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

B. Riley Wealth Advisors's FDT Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2025, closing a stake of 5,522 shares — an estimated $322K sold.

B. Riley Wealth Advisors first reported a position in FDT in Q1 2021 and held it in 17 quarters. The position peaked at $860K in Q1 2024. 119 funds tracked by Wall St. Rank hold FDT as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,522 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2025, an estimated $322K.
  • B. Riley Wealth Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2021 and held it in 17 quarters.
  • B. Riley Wealth Advisors's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $860K in Q1 2024.
  • 119 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.