Private Client Services’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Private Client Services’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	$343K	Sell	3,623 -339	-9%	-$32.4K	0.09%	155
2026 Q1	$344K	Sell	3,962 -285	-7%	-$25.3K	0.1%	142
2025 Q4	$337K	Hold	4,247	–	–	0.11%	133
2025 Q3	$320K	Sell	4,247 -123	-3%	-$8.88K	0.11%	135
2025 Q2	$300K	Sell	4,370 -65	-1%	-$4.09K	0.12%	152
2025 Q1	$258K	Buy	4,435 +115	+3%	+$6.58K	0.13%	151
2024 Q4	$234K	Buy	4,320 +534	+14%	+$29.9K	0.13%	161
2024 Q3	$218K	Buy	+3,786	New	+$212K	0.12%	158

Other funds holding FDT

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $288M AUM 24.14% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return