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 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B 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 $40.4B AUM 21.2% 1-Year Est. Return