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J. Derek Lewis & Associates’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

J. Derek Lewis & Associates’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 		$1.14M Buy
12,044
+6,006
+99% +$574K 0.22% 65
2026
Q1 		$525K Buy
6,038
+3,272
+118% +$290K 0.12% 99
2025
Q4 		$220K Buy
+2,766
New +$214K 0.05% 163

Other funds holding FDT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SPWG
Sage Private Wealth Group Oakbrook Terrace, Illinois $222M AUM 31.12% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

J. Derek Lewis & Associates's FDT Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 99% in Q2 2026, buying an estimated $574K and bringing the position to 12,044 shares worth $1.14M. The position accounts for 0.22% of the portfolio, ranked #65.

J. Derek Lewis & Associates first reported a position in FDT in Q4 2025 and has held it in 3 quarters since. 117 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • J. Derek Lewis & Associates held 12,044 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $1.14M as of Q2 2026.
  • J. Derek Lewis & Associates bought 6,006 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $574K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.22% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #65 holding.
  • J. Derek Lewis & Associates first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • 117 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.