Principal Securities’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Principal Securities’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	$410K	Sell	4,331 -72	-2%	-$6.88K	﹤0.01%	1173
2026 Q1	$383K	Sell	4,403 -1,388	-24%	-$123K	0.01%	1098
2025 Q4	$460K	Sell	5,791 -18	-0.3%	-$1.39K	0.01%	967
2025 Q3	$438K	Buy	5,809 +75	+1%	+$5.42K	0.01%	953
2025 Q2	$394K	Buy	5,734 +522	+10%	+$32.8K	0.01%	958
2025 Q1	$282K	Hold	5,212	–	–	0.01%	1004
2024 Q4	$282K	Buy	5,212 +772	+17%	+$43.2K	0.01%	1000
2024 Q3	$256K	Buy	4,440 +1,440	+48%	+$80.6K	0.01%	1005
2024 Q2	$165K	Buy	3,000 +130	+5%	+$7.25K	﹤0.01%	1117
2024 Q1	$161K	Buy	2,870 +778	+37%	+$41.4K	0.01%	1106
2023 Q4	$110K	Buy	+2,092	New	+$105K	﹤0.01%	1156

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

Principal Securities's FDT Position: Q2 2026 in Review

Principal Securities reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 1.6% in Q2 2026, selling an estimated $6.88K and leaving 4,331 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Principal Securities first reported a position in FDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $460K in Q4 2025. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

Principal Securities held 4,331 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $410K as of Q2 2026.
Principal Securities sold 72 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $6.88K.
First Trust Developed Markets ex-US AlphaDEX Fund made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1173 holding.
Principal Securities first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2023 and has held it in 11 quarters since.
Principal Securities's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $460K in Q4 2025.
202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.