Cyndeo Wealth Partners’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Cyndeo Wealth Partners’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	$961K	Hold	10,153	–	–	0.05%	265
2026 Q1	$883K	Hold	10,153	–	–	0.05%	244
2025 Q4	$807K	Hold	10,153	–	–	0.04%	261
2025 Q3	$765K	Hold	10,153	–	–	0.04%	264
2025 Q2	$698K	Hold	10,153	–	–	0.04%	268
2025 Q1	$591K	Hold	10,153	–	–	0.04%	278
2024 Q4	$549K	Hold	10,153	–	–	0.04%	280
2024 Q3	$586K	Hold	10,153	–	–	0.04%	276
2024 Q2	$559K	Hold	10,153	–	–	0.04%	267
2024 Q1	$570K	Hold	10,153	–	–	0.05%	249
2023 Q4	$533K	Hold	10,153	–	–	0.05%	250
2023 Q3	$510K	Hold	10,153	–	–	0.05%	224
2023 Q2	$521K	Hold	10,153	–	–	0.05%	217
2023 Q1	$515K	Hold	10,153	–	–	0.06%	216
2022 Q4	$485K	Buy	+10,153	New	+$469K	0.06%	218

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

Cyndeo Wealth Partners's FDT Position: Q2 2026 in Review

Cyndeo Wealth Partners held its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) position steady in Q2 2026 at 10,153 shares worth $961K. The position accounts for 0.05% of the portfolio, ranked #265.

Cyndeo Wealth Partners first reported a position in FDT in Q4 2022 and has held it in 15 quarters since. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

Cyndeo Wealth Partners held 10,153 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $961K as of Q2 2026.
Cyndeo Wealth Partners left its First Trust Developed Markets ex-US AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Developed Markets ex-US AlphaDEX Fund made up 0.05% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #265 holding.
Cyndeo Wealth Partners first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2022 and has held it in 15 quarters since.
202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.