Envestnet Portfolio Solutions’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Envestnet Portfolio Solutions’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	$545K	Buy	5,753 +308	+6%	+$29.4K	﹤0.01%	951
2026 Q1	$473K	Sell	5,445 -1,952	-26%	-$173K	﹤0.01%	929
2025 Q4	$588K	Buy	7,397 +8	+0.1%	+$619	﹤0.01%	987
2025 Q3	$557K	Sell	7,389 -3,751	-34%	-$271K	﹤0.01%	984
2025 Q2	$766K	Sell	11,140 -21,386	-66%	-$1.34M	﹤0.01%	904
2025 Q1	$1.89M	Sell	32,526 -2,081	-6%	-$119K	0.01%	603
2024 Q4	$1.87M	Buy	34,607 +43	+0.1%	+$2.41K	0.01%	686
2024 Q3	$1.99M	Sell	34,564 -1,047	-3%	-$58.6K	0.01%	658
2024 Q2	$1.96M	Sell	35,611 -285	-0.8%	-$15.9K	0.01%	647
2024 Q1	$2.01M	Buy	35,896 +4,994	+16%	+$266K	0.01%	636
2023 Q4	$1.62M	Sell	30,902 -50	-0.2%	-$2.5K	0.01%	648
2023 Q3	$1.56M	Buy	+30,952	New	+$1.62M	0.01%	622

Other funds holding FDT

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

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

Envestnet Portfolio Solutions's FDT Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 5.7% in Q2 2026, buying an estimated $29.4K and bringing the position to 5,753 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Envestnet Portfolio Solutions first reported a position in FDT in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.01M in Q1 2024. 85 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

Envestnet Portfolio Solutions held 5,753 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $545K as of Q2 2026.
Envestnet Portfolio Solutions bought 308 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $29.4K.
First Trust Developed Markets ex-US AlphaDEX Fund made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #951 holding.
Envestnet Portfolio Solutions first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $2.01M in Q1 2024.
85 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.