Medallion Wealth Advisors’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Medallion Wealth Advisors’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	$23.4K	Sell	269 -118	-30%	-$10.5K	0.01%	627
2025 Q4	$30.7K	Hold	387	–	–	0.01%	564
2025 Q3	$29.2K	Hold	387	–	–	0.01%	567
2025 Q2	$26.5K	Sell	387 -168	-30%	-$10.6K	0.01%	568
2025 Q1	$32.4K	Buy	555 +7	+1%	+$401	0.01%	503
2024 Q4	$29.6K	Buy	+548	New	+$30.7K	0.01%	501

Other funds holding FDT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

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

Medallion Wealth Advisors's FDT Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 30% in Q1 2026, selling an estimated $10.5K and leaving 269 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #627.

Medallion Wealth Advisors first reported a position in FDT in Q4 2024 and has held it in 6 quarters since. The position peaked at $32.4K in Q1 2025. 181 funds tracked by Wall St. Rank hold FDT as of Q1 2026.

Medallion Wealth Advisors held 269 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $23.4K as of Q1 2026.
Medallion Wealth Advisors sold 118 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q1 2026, an estimated $10.5K.
First Trust Developed Markets ex-US AlphaDEX Fund made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #627 holding.
Medallion Wealth Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $32.4K in Q1 2025.
181 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.