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Capital A Wealth Management’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Capital A Wealth Management’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
Q1 		– Sell
-35
Closed -$1.89K – 773
2024
Q4 		$1.89K Buy
+35
New +$1.96K ﹤0.01% 484

Other funds holding FDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Capital A Wealth Management's FDT Position: Q1 2025 in Review

Capital A Wealth Management sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q1 2025, closing a stake of 35 shares — an estimated $1.89K sold.

Capital A Wealth Management first reported a position in FDT in Q4 2024 and held it in 1 quarter. The position peaked at $1.89K in Q4 2024. 120 funds tracked by Wall St. Rank hold FDT as of Q1 2025.

  • Capital A Wealth Management reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 35 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q1 2025, an estimated $1.89K.
  • Capital A Wealth Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $1.89K in Q4 2024.
  • 120 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.