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

MAI Capital 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	–	Sell	-220	Closed	-$19.1K	–	2965
2026 Q1	$19.1K	Hold	220	–	–	﹤0.01%	2819
2025 Q4	$17.5K	Hold	220	–	–	﹤0.01%	2593
2025 Q3	$16.6K	Hold	220	–	–	﹤0.01%	2499
2025 Q2	$15.1K	Hold	220	–	–	﹤0.01%	2501
2025 Q1	$12.8K	Hold	220	–	–	﹤0.01%	2385
2024 Q4	$11.9K	Buy	+220	New	+$12.3K	﹤0.01%	2442

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 22.96% 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

MAI Capital Management's FDT Position: Q2 2026 in Review

MAI Capital Management sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2026, closing a stake of 220 shares — an estimated $19.1K sold.

MAI Capital Management first reported a position in FDT in Q4 2024 and held it in 6 quarters. The position peaked at $19.1K in Q1 2026. 201 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

MAI Capital Management reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 220 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $19.1K.
MAI Capital Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2024 and held it in 6 quarters.
MAI Capital Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $19.1K in Q1 2026.
201 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.