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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
2023
Q3 		– Sell
-58,587
Closed -$2.96M – 145
2023
Q2 		$2.96M Buy
+58,587
New +$2.99M 1.08% 32

Other funds holding FDT

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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. 68 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.
  • 68 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.