BEI
FDT icon

Benjamin Edwards Inc’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Benjamin Edwards Inc’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 		$9.52M Sell
100,556
-11,793
-10% -$1.13M 0.09% 237
2026
Q1 		$9.77M Sell
112,349
-30,419
-21% -$2.7M 0.1% 208
2025
Q4 		$11.3M Buy
142,768
+20,140
+16% +$1.56M 0.13% 177
2025
Q3 		$9.24M Buy
122,628
+15,856
+15% +$1.15M 0.1% 200
2025
Q2 		$7.34M Buy
106,772
+70,929
+198% +$4.46M 0.09% 204
2025
Q1 		$2.09M Sell
35,843
-39,071
-52% -$2.24M 0.03% 403
2024
Q4 		$4.05M Buy
74,914
+1,249
+2% +$69.9K 0.06% 295
2024
Q3 		$4.25M Buy
73,665
+70,949
+2,612% +$3.97M 0.06% 292
2024
Q2 		$150K Buy
2,716
+47
+2% +$2.62K 0.03% 377
2024
Q1 		$150K Buy
2,669
+17
+0.6% +$906 0.03% 375
2023
Q4 		$139K Buy
2,652
+324
+14% +$16.2K 0.03% 381
2023
Q3 		$117K Sell
2,328
-7
-0.3% -$366 0.03% 370
2023
Q2 		$120K Sell
2,335
-962
-29% -$49.1K 0.03% 359
2023
Q1 		$167K Sell
3,297
-84
-2% -$4.24K 0.04% 301
2022
Q4 		$161K Sell
3,381
-145
-4% -$6.7K 0.04% 289
2022
Q3 		$148K Sell
3,526
-177
-5% -$8.36K 0.04% 285
2022
Q2 		$177K Buy
3,703
+116
+3% +$6.22K 0.05% 268
2022
Q1 		$207K Buy
3,587
+1,824
+103% +$106K 0.06% 273
2021
Q4 		$107K Sell
1,763
-2
-0.1% -$122 0.03% 336
2021
Q3 		$108K Buy
1,765
+400
+29% +$25.2K 0.07% 225
2021
Q2 		$86K Buy
1,365
+849
+165% +$53.8K 0.06% 230
2021
Q1 		$31K Buy
516
+16
+3% +$947 0.02% 281
2020
Q4 		$28K Sell
500
-6
-1% -$319 0.02% 280
2020
Q3 		$25K Sell
506
-691
-58% -$34.7K 0.02% 269
2020
Q2 		$56K Buy
+1,197
New +$53.2K 0.05% 190

Other funds holding FDT

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Benjamin Edwards Inc's FDT Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 10% in Q2 2026, selling an estimated $1.13M and leaving 100,556 shares worth $9.52M. The position accounts for 0.09% of the portfolio, ranked #237.

Benjamin Edwards Inc first reported a position in FDT in Q2 2020 and has held it in 25 quarters since. The position peaked at $11.3M in Q4 2025. 81 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • Benjamin Edwards Inc held 100,556 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $9.52M as of Q2 2026.
  • Benjamin Edwards Inc sold 11,793 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $1.13M.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.09% of Benjamin Edwards Inc's portfolio in Q2 2026, its #237 holding.
  • Benjamin Edwards Inc first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q2 2020 and has held it in 25 quarters since.
  • Benjamin Edwards Inc's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $11.3M in Q4 2025.
  • 81 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.