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Novem Group’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Novem Group’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 		$498K Buy
5,265
+125
+2% +$12K 0.05% 280
2026
Q1 		$447K Buy
+5,140
New +$456K 0.05% 287

Other funds holding FDT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Raymond James Financial
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

Novem Group's FDT Position: Q2 2026 in Review

Novem Group increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 2.4% in Q2 2026, buying an estimated $12K and bringing the position to 5,265 shares worth $498K. The position accounts for 0.05% of the portfolio, ranked #280.

Novem Group first reported a position in FDT in Q1 2026 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • Novem Group held 5,265 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $498K as of Q2 2026.
  • Novem Group bought 125 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $12K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.05% of Novem Group's portfolio in Q2 2026, its #280 holding.
  • Novem Group first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
  • 201 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.