MYIA
FDT icon

Mount Yale Investment Advisors’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Mount Yale Investment 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 		$205K Buy
+2,360
New +$209K ﹤0.01% 1050

Other funds holding FDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B 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 $51.6B AUM 27.34% 1-Year Est. Return

Mount Yale Investment Advisors's FDT Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q1 2026: 2,360 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1050 among its holdings.

181 funds tracked by Wall St. Rank hold FDT as of Q1 2026.

  • Mount Yale Investment Advisors held 2,360 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $205K as of Q1 2026.
  • First Trust Developed Markets ex-US AlphaDEX Fund was a new Mount Yale Investment Advisors position in Q1 2026.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1050 holding.
  • 181 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.