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

Glassman Wealth Services’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	-207	Closed	-$12.1K	–	193
2025 Q1	$12.1K	Buy	+207	New	+$11.8K	﹤0.01%	152
2019 Q1	–	Sell	-780	Closed	-$38K	–	1088
2018 Q4	$38K	Sell	780 -1,691	-68%	-$89K	0.02%	220
2018 Q3	$147K	Buy	2,471 +780	+46%	+$46.3K	0.07%	123
2018 Q2	$101K	Buy	+1,691	New	+$106K	0.05%	136

Other funds holding FDT

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Glassman Wealth Services's FDT Position: Q2 2025 in Review

Glassman Wealth Services sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2025, closing a stake of 207 shares — an estimated $12.1K sold.

Glassman Wealth Services first reported a position in FDT in Q2 2018 and held it in 4 quarters. The position peaked at $147K in Q3 2018. 119 funds tracked by Wall St. Rank hold FDT as of Q2 2025.

Glassman Wealth Services reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Glassman Wealth Services sold 207 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2025, an estimated $12.1K.
Glassman Wealth Services first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q2 2018 and held it in 4 quarters.
Glassman Wealth Services's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $147K in Q3 2018.
119 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2025.

Based on Glassman Wealth Services's 13F filing for Q2 2025, filed 8 Aug 2025.