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

Lloyd 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	$8.58K	Buy	+91	New	+$8.7K	﹤0.01%	379
2026 Q1	–	Sell	-42	Closed	-$3.38K	–	906
2025 Q4	$3.38K	Buy	+42	New	+$3.25K	﹤0.01%	429
2022 Q2	–	Sell	-300	Closed	-$17K	–	224
2022 Q1	$17K	Buy	300 +69	+30%	+$4K	0.01%	364
2021 Q4	$14K	Buy	231 +67	+41%	+$4.1K	0.01%	313
2021 Q3	$10K	Buy	164 +30	+22%	+$1.89K	0.01%	290
2021 Q2	$8K	Buy	134 +40	+43%	+$2.54K	﹤0.01%	291
2021 Q1	$6K	Sell	94 -1	-1%	-$59	﹤0.01%	272
2020 Q4	$5K	Buy	95 +1	+1%	+$53	﹤0.01%	242
2020 Q3	$5K	Sell	94 -82	-47%	-$4.11K	﹤0.01%	225
2020 Q2	$8K	Buy	+176	New	+$7.82K	0.01%	188

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 22.9% 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

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

Lloyd Advisory Services opened a new position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2026: 91 shares worth $8.58K. The stake represents ﹤0.01% of the portfolio and ranks #379 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in FDT as recently as Q4 2025.

Lloyd Advisory Services first reported a position in FDT in Q2 2020 and has held it in 10 quarters since. The position peaked at $17K in Q1 2022. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

Lloyd Advisory Services held 91 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $8.58K as of Q2 2026.
First Trust Developed Markets ex-US AlphaDEX Fund was a new Lloyd Advisory Services position in Q2 2026.
First Trust Developed Markets ex-US AlphaDEX Fund made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #379 holding.
Lloyd Advisory Services first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q2 2020 and has held it in 10 quarters since.
Lloyd Advisory Services's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $17K in Q1 2022.
202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.