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

GeoWealth 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
2026 Q1	$215K	Sell	2,473 -926	-27%	-$82.1K	0.01%	700
2025 Q4	$270K	Sell	3,399 -262	-7%	-$20.3K	0.01%	593
2025 Q3	$276K	Buy	3,661 +953	+35%	+$68.8K	0.01%	612
2025 Q2	$186K	Sell	2,708 -21	-0.8%	-$1.32K	0.01%	679
2025 Q1	$159K	Sell	2,729 -241	-8%	-$13.8K	0.01%	709
2024 Q4	$161K	Sell	2,970 -7,317	-71%	-$410K	0.01%	839
2024 Q3	$593K	Buy	10,287 +1,061	+12%	+$59.4K	0.02%	432
2024 Q2	$508K	Buy	9,226 +1,087	+13%	+$60.6K	0.02%	428
2024 Q1	$457K	Buy	+8,139	New	+$434K	0.02%	462

Other funds holding FDT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return