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Great Valley Advisor Group’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Great Valley Advisor Group’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
Q1 		– Sell
-11,175
Closed -$604K – 886
2024
Q4 		$604K Sell
11,175
-1,276
-10% -$71.4K 0.01% 541
2024
Q3 		$718K Buy
12,451
+806
+7% +$45.1K 0.02% 484
2024
Q2 		$641K Buy
11,645
+110
+1% +$6.13K 0.02% 472
2024
Q1 		$647K Buy
11,535
+11
+0.1% +$586 0.02% 440
2023
Q4 		$606K Sell
11,524
-156
-1% -$7.81K 0.02% 419
2023
Q3 		$587K Sell
11,680
-19
-0.2% -$994 0.02% 402
2023
Q2 		$600K Buy
11,699
+225
+2% +$11.5K 0.03% 405
2023
Q1 		$582K Buy
11,474
+446
+4% +$22.5K 0.03% 408
2022
Q4 		$526K Buy
11,028
+416
+4% +$19.2K 0.03% 431
2022
Q3 		$445K Sell
10,612
-297
-3% -$14K 0.02% 444
2022
Q2 		$523K Buy
10,909
+7,535
+223% +$404K 0.03% 415
2022
Q1 		$200K Buy
3,374
+25
+0.7% +$1.45K 0.01% 571
2021
Q4 		$203K Hold
3,349
– – 0.01% 569
2021
Q3 		$204K Buy
+3,349
New +$211K 0.01% 546

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Great Valley Advisor Group's FDT Position: Q1 2025 in Review

Great Valley Advisor Group sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q1 2025, closing a stake of 11,175 shares — an estimated $604K sold.

Great Valley Advisor Group first reported a position in FDT in Q3 2021 and held it in 14 quarters. The position peaked at $718K in Q3 2024. 120 funds tracked by Wall St. Rank hold FDT as of Q1 2025.

  • Great Valley Advisor Group reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 11,175 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q1 2025, an estimated $604K.
  • Great Valley Advisor Group first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2021 and held it in 14 quarters.
  • Great Valley Advisor Group's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $718K in Q3 2024.
  • 120 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2025.

Based on Great Valley Advisor Group's 13F filing for Q1 2025, filed 8 May 2025.