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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$932K	Sell	10,717 -5,967	-36%	-$529K	0.32%	93
2025 Q4	$1.33M	Sell	16,684 -2,513	-13%	-$194K	0.48%	67
2025 Q3	$1.45M	Sell	19,197 -1,409	-7%	-$102K	0.58%	55
2025 Q2	$1.42M	Sell	20,606 -2,069	-9%	-$130K	0.65%	53
2025 Q1	$1.32M	Buy	22,675 +119	+0.5%	+$6.81K	0.6%	61
2024 Q4	$1.22M	Buy	22,556 +441	+2%	+$24.7K	0.56%	54
2024 Q3	$1.28M	Buy	22,115 +2,282	+12%	+$128K	0.63%	53
2024 Q2	$1.09M	Sell	19,833 -6,675	-25%	-$372K	0.6%	54
2024 Q1	$1.42M	Buy	26,508 +436	+2%	+$23.2K	0.87%	37
2023 Q4	$1.37M	Sell	26,072 -1,962	-7%	-$98.3K	0.89%	38
2023 Q3	$1.41M	Buy	+28,034	New	+$1.47M	0.97%	36
2023 Q2	–	Sell	-41,221	Closed	-$2.1M	–	162
2023 Q1	$2.08M	Buy	41,221 +206	+0.5%	+$10.4K	1.73%	9
2022 Q4	$1.96M	Buy	+41,015	New	+$1.89M	1.99%	10