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Brookwood Investment Group’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Brookwood Investment Group’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
-7,364
Closed -$429K – 475
2025
Q1 		$429K Buy
+7,364
New +$421K 0.07% 243

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LPL Financial
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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Brookwood Investment Group's FDT Position: Q2 2025 in Review

Brookwood Investment Group sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2025, closing a stake of 7,364 shares — an estimated $429K sold.

Brookwood Investment Group first reported a position in FDT in Q1 2025 and held it in 1 quarter. The position peaked at $429K in Q1 2025. 119 funds tracked by Wall St. Rank hold FDT as of Q2 2025.

  • Brookwood Investment Group reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 7,364 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2025, an estimated $429K.
  • Brookwood Investment Group first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2025 and held it in 1 quarter.
  • Brookwood Investment Group's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $429K in Q1 2025.
  • 119 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2025.

Based on Brookwood Investment Group's 13F filing for Q2 2025, filed 1 Aug 2025.