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

Richmond Investment 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 		– Sell
-2,959
Closed -$257K – 174
2026
Q1 		$257K Buy
2,959
+157
+6% +$13.9K 0.04% 226
2025
Q4 		$223K Buy
2,802
+12
+0.4% +$928 0.04% 216
2025
Q3 		$210K Buy
+2,790
New +$202K 0.04% 211

Other funds holding FDT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Raymond James Financial
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

Richmond Investment Services's FDT Position: Q2 2026 in Review

Richmond Investment Services sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2026, closing a stake of 2,959 shares — an estimated $257K sold.

Richmond Investment Services first reported a position in FDT in Q3 2025 and held it in 3 quarters. The position peaked at $257K in Q1 2026. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • Richmond Investment Services reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 2,959 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $257K.
  • Richmond Investment Services first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2025 and held it in 3 quarters.
  • Richmond Investment Services's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $257K 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 Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.