Creative Planning’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Creative Planning’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	$272K	Buy	2,878 +14	+0.5%	+$1.34K	﹤0.01%	3648
2026 Q1	$249K	Sell	2,864 -195	-6%	-$17.3K	﹤0.01%	3571
2025 Q4	$243K	Buy	3,059 +191	+7%	+$14.8K	﹤0.01%	3399
2025 Q3	$216K	Sell	2,868 -101	-3%	-$7.3K	﹤0.01%	3413
2025 Q2	$204K	Buy	+2,969	New	+$187K	﹤0.01%	3203
2023 Q1	–	Sell	-55	Closed	-$2.63K	–	2689
2022 Q4	$2.63K	Buy	+55	New	+$2.54K	﹤0.01%	2418

Other funds holding FDT

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Creative Planning's FDT Position: Q2 2026 in Review

Creative Planning increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 0.49% in Q2 2026, buying an estimated $1.34K and bringing the position to 2,878 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #3648.

Creative Planning first reported a position in FDT in Q4 2022 and has held it in 6 quarters since. 201 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

Creative Planning held 2,878 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $272K as of Q2 2026.
Creative Planning bought 14 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $1.34K.
First Trust Developed Markets ex-US AlphaDEX Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3648 holding.
Creative Planning first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2022 and has held it in 6 quarters since.
201 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.