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

HBW Advisory 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
2026 Q2	$1.64M	Buy	17,321 +319	+2%	+$30.5K	0.15%	143
2026 Q1	$1.48M	Buy	17,002 +191	+1%	+$16.9K	0.16%	148
2025 Q4	$1.34M	Buy	16,811 +10,481	+166%	+$811K	0.15%	146
2025 Q3	$477K	Sell	6,330 -328	-5%	-$23.7K	0.05%	267
2025 Q2	$458K	Sell	6,658 -167	-2%	-$10.5K	0.06%	248
2025 Q1	$398K	Sell	6,825 -2,681	-28%	-$153K	0.06%	242
2024 Q4	$514K	Buy	+9,506	New	+$532K	0.05%	199

Other funds holding FDT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SPWG

Sage Private Wealth Group Oakbrook Terrace, Illinois $222M AUM 31.12% 1-Year Est. Return

HBW Advisory Services's FDT Position: Q2 2026 in Review

HBW Advisory Services increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 1.9% in Q2 2026, buying an estimated $30.5K and bringing the position to 17,321 shares worth $1.64M. The position accounts for 0.15% of the portfolio, ranked #143.

HBW Advisory Services first reported a position in FDT in Q4 2024 and has held it in 7 quarters since. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

HBW Advisory Services held 17,321 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $1.64M as of Q2 2026.
HBW Advisory Services bought 319 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $30.5K.
First Trust Developed Markets ex-US AlphaDEX Fund made up 0.15% of HBW Advisory Services's portfolio in Q2 2026, its #143 holding.
HBW Advisory Services first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.