Sequent Planning’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Sequent Planning’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	$363K	Buy	3,839 +327	+9%	+$31.3K	0.08%	182
2026 Q1	$305K	Buy	3,512 +683	+24%	+$60.6K	0.07%	178
2025 Q4	$225K	Sell	2,829 -71	-2%	-$5.49K	0.06%	209
2025 Q3	$219K	Buy	+2,900	New	+$209K	0.06%	192
2024 Q3	–	Sell	-3,802	Closed	-$210K	–	149
2024 Q2	$210K	Sell	3,802 -459	-11%	-$25.6K	0.07%	132
2024 Q1	$239K	Buy	+4,261	New	+$227K	0.09%	125

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

Sequent Planning's FDT Position: Q2 2026 in Review

Sequent Planning increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 9.3% in Q2 2026, buying an estimated $31.3K and bringing the position to 3,839 shares worth $363K. The position accounts for 0.08% of the portfolio, ranked #182.

Sequent Planning first reported a position in FDT in Q1 2024 and has held it in 6 quarters since. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

Sequent Planning held 3,839 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $363K as of Q2 2026.
Sequent Planning bought 327 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $31.3K.
First Trust Developed Markets ex-US AlphaDEX Fund made up 0.08% of Sequent Planning's portfolio in Q2 2026, its #182 holding.
Sequent Planning first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2024 and has held it in 6 quarters since.
202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.