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 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 $1.66T 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