EWM
FDT icon

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

EPG 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
Q2 		– Sell
-6,184
Closed -$360K – 344
2025
Q1 		$360K Buy
6,184
+11
+0.2% +$630 0.1% 183
2024
Q4 		$334K Buy
6,173
+110
+2% +$6.16K 0.09% 189
2024
Q3 		$350K Buy
+6,063
New +$340K 0.09% 191
2024
Q2 		– Sell
-5,973
Closed -$333K – 200
2024
Q1 		$335K Buy
5,973
+20
+0.3% +$1.06K 0.08% 203
2023
Q4 		$307K Buy
5,953
+99
+2% +$4.96K 0.08% 203
2023
Q3 		$294K Buy
5,854
+31
+0.5% +$1.62K 0.09% 194
2023
Q2 		$299K Buy
5,823
+95
+2% +$4.85K 0.09% 190
2023
Q1 		$290K Sell
5,728
-529
-8% -$26.7K 0.09% 188
2022
Q4 		$299K Buy
6,257
+23
+0.4% +$1.06K 0.11% 164
2022
Q3 		$261K Sell
6,234
-1,888
-23% -$89.2K 0.11% 170
2022
Q2 		$389K Sell
8,122
-264
-3% -$14.2K 0.17% 126
2022
Q1 		$485K Buy
8,386
+226
+3% +$13.1K 0.17% 115
2021
Q4 		$495K Buy
8,160
+113
+1% +$6.91K 0.17% 119
2021
Q3 		$490K Sell
8,047
-207
-3% -$13K 0.2% 107
2021
Q2 		$517K Buy
8,254
+268
+3% +$17K 0.22% 103
2021
Q1 		$480K Sell
7,986
-313
-4% -$18.5K 0.23% 100
2020
Q4 		$469K Sell
8,299
-1,849
-18% -$98.3K 0.28% 81
2020
Q3 		$510K Sell
10,148
-1,355
-12% -$68K 0.38% 58
2020
Q2 		$540K Sell
11,503
-72,753
-86% -$3.23M 0.38% 66
2020
Q1 		$3.35M Buy
84,256
+3,570
+4% +$178K 2.46% 7
2019
Q4 		$4.49M Buy
+80,686
New +$4.37M 3.29% 5

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
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 $38.8B AUM 21.88% 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

EPG Wealth Management's FDT Position: Q2 2025 in Review

EPG Wealth Management sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2025, closing a stake of 6,184 shares — an estimated $360K sold.

EPG Wealth Management first reported a position in FDT in Q4 2019 and held it in 21 quarters. The position peaked at $4.49M in Q4 2019. 119 funds tracked by Wall St. Rank hold FDT as of Q2 2025.

  • EPG Wealth Management reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 6,184 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2025, an estimated $360K.
  • EPG Wealth Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2019 and held it in 21 quarters.
  • EPG Wealth Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $4.49M in Q4 2019.
  • 119 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.