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

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

Private Client Services's FDT Position: Q2 2026 in Review

Private Client Services reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 8.6% in Q2 2026, selling an estimated $32.4K and leaving 3,623 shares worth $343K. The position accounts for 0.09% of the portfolio, ranked #155.

Private Client Services first reported a position in FDT in Q3 2024 and has held it in 8 quarters since. The position peaked at $344K in Q1 2026. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

Private Client Services held 3,623 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $343K as of Q2 2026.
Private Client Services sold 339 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $32.4K.
First Trust Developed Markets ex-US AlphaDEX Fund made up 0.09% of Private Client Services's portfolio in Q2 2026, its #155 holding.
Private Client Services first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2024 and has held it in 8 quarters since.
Private Client Services's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $344K in Q1 2026.
202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.