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Orion Portfolio Solutions’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$1.68M Sell
28,863
-508
-2% -$29.1K 0.02% 802
2024
Q4 		$1.59M Buy
29,371
+1,954
+7% +$109K 0.02% 808
2024
Q3 		$1.58M Buy
27,417
+3,347
+14% +$187K 0.02% 815
2024
Q2 		$1.33M Buy
24,070
+4,276
+22% +$238K 0.01% 845
2024
Q1 		$1.11M Buy
19,794
+1,544
+8% +$82.2K 0.01% 942
2023
Q4 		$959K Buy
18,250
+1,269
+7% +$63.5K 0.01% 960
2023
Q3 		$853K Buy
16,981
+3,378
+25% +$177K 0.01% 991
2023
Q2 		$699K Buy
13,603
+2,774
+26% +$142K 0.01% 1090
2023
Q1 		$549K Buy
10,829
+5,934
+121% +$300K 0.01% 1106
2022
Q4 		$234K Buy
+4,895
New +$226K 0.01% 729

Other funds holding FDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Orion Portfolio Solutions's FDT Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 1.7% in Q1 2025, selling an estimated $29.1K and leaving 28,863 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #802.

Orion Portfolio Solutions first reported a position in FDT in Q4 2022 and has held it in 10 quarters since. 120 funds tracked by Wall St. Rank hold FDT as of Q1 2025.

  • Orion Portfolio Solutions held 28,863 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $1.68M as of Q1 2025.
  • Orion Portfolio Solutions sold 508 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q1 2025, an estimated $29.1K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #802 holding.
  • Orion Portfolio Solutions first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2022 and has held it in 10 quarters since.
  • 120 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.