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 Q1	–	Sell	-42	Closed	-$3.38K	–	909
2025 Q4	$3.38K	Buy	+42	New	+$3.25K	﹤0.01%	429
2022 Q2	–	Sell	-300	Closed	-$17K	–	233
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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return