Bank of Montreal
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Bank of Montreal’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Bank of Montreal’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 		– Sell
-599
Closed -$52.1K – 3917
2026
Q1 		$52.1K Buy
+599
New +$53.1K ﹤0.01% 3282
2024
Q4 		– Sell
-1
Closed -$58 – 3647
2024
Q3 		$58 Buy
+1
New +$56 ﹤0.01% 3812
2024
Q2 		– Sell
-262
Closed -$14.7K – 3977
2024
Q1 		$14.7K Sell
262
-761
-74% -$40.5K ﹤0.01% 3652
2023
Q4 		$53.8K Buy
1,023
+600
+142% +$30K ﹤0.01% 3541
2023
Q3 		$22.5K Sell
423
-465
-52% -$24.3K ﹤0.01% 3547
2023
Q2 		$47.2K Sell
888
-9
-1% -$459 ﹤0.01% 3610
2023
Q1 		$45.7K Sell
897
-43,081
-98% -$2.18M ﹤0.01% 3388
2022
Q4 		$2.13M Buy
+43,978
New +$2.03M ﹤0.01% 1766
2019
Q2 		– Sell
-1,256
Closed -$68K – 4924
2019
Q1 		$68K Buy
1,256
+102
+9% +$5.43K ﹤0.01% 3226
2018
Q4 		$57K Buy
+1,154
New +$60.7K ﹤0.01% 3226

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Raymond James Financial
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

Bank of Montreal's FDT Position: Q2 2026 in Review

Bank of Montreal sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2026, closing a stake of 599 shares — an estimated $52.1K sold.

Bank of Montreal first reported a position in FDT in Q4 2018 and held it in 10 quarters. The position peaked at $2.13M in Q4 2022. 201 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • Bank of Montreal reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Bank of Montreal sold 599 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $52.1K.
  • Bank of Montreal first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2018 and held it in 10 quarters.
  • Bank of Montreal's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $2.13M in Q4 2022.
  • 201 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.