Belpointe Asset Management’s First Trust Developed Markets ex-US Small Cap AlphaDEX Fund FDTS Stock Holding History

Belpointe Asset Management’s Portfolio FDTS Stock Details FDTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$217K	Buy	3,317 +77	+2%	+$5.29K	0.01%	1035
2026 Q1	$209K	Buy	+3,240	New	+$212K	0.01%	996
2023 Q2	–	Sell	-1,066	Closed	-$42.7K	–	1486
2023 Q1	$42.7K	Hold	1,066	–	–	﹤0.01%	1795
2022 Q4	$40K	Buy	+1,066	New	+$38.6K	﹤0.01%	1737

Other funds holding FDTS

CWA

Crusonia Wealth Advisors Denver, Colorado $609M AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $158M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Belpointe Asset Management's FDTS Position: Q2 2026 in Review

Belpointe Asset Management increased its First Trust Developed Markets ex-US Small Cap AlphaDEX Fund (FDTS) stake by 2.4% in Q2 2026, buying an estimated $5.29K and bringing the position to 3,317 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #1035.

Belpointe Asset Management first reported a position in FDTS in Q4 2022 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold FDTS as of Q2 2026.

Belpointe Asset Management held 3,317 shares of First Trust Developed Markets ex-US Small Cap AlphaDEX Fund worth $217K as of Q2 2026.
Belpointe Asset Management bought 77 First Trust Developed Markets ex-US Small Cap AlphaDEX Fund shares in Q2 2026, an estimated $5.29K.
First Trust Developed Markets ex-US Small Cap AlphaDEX Fund made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1035 holding.
Belpointe Asset Management first reported a position in First Trust Developed Markets ex-US Small Cap AlphaDEX Fund in Q4 2022 and has held it in 4 quarters since.
15 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US Small Cap AlphaDEX Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.