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

Iams Wealth 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
Q2 		$1.04M Buy
10,975
+258
+2% +$24.7K 0.31% 94
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 – 154
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

Other funds holding FDT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Raymond James Financial
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

Iams Wealth Management's FDT Position: Q2 2026 in Review

Iams Wealth Management increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 2.4% in Q2 2026, buying an estimated $24.7K and bringing the position to 10,975 shares worth $1.04M. The position accounts for 0.31% of the portfolio, ranked #94.

Iams Wealth Management first reported a position in FDT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.08M in Q1 2023. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • Iams Wealth Management held 10,975 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $1.04M as of Q2 2026.
  • Iams Wealth Management bought 258 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $24.7K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.31% of Iams Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Iams Wealth Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2022 and has held it in 14 quarters since.
  • Iams Wealth Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $2.08M in Q1 2023.
  • 202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.