SFI Advisors’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

SFI Advisors’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	$1.14M	Sell	11,997 -56	-0.5%	-$5.35K	0.98%	31
2026 Q1	$1.05M	Sell	12,053 -3,552	-23%	-$315K	1.1%	30
2025 Q4	$1.24M	Sell	15,605 -205	-1%	-$15.9K	0.79%	31
2025 Q3	$1.19M	Sell	15,810 -750	-5%	-$54.2K	0.76%	33
2025 Q2	$1.14M	Sell	16,560 -76	-0.5%	-$4.78K	0.79%	31
2025 Q1	$969K	Sell	16,636 -317	-2%	-$18.1K	0.72%	33
2024 Q4	$917K	Sell	16,953 -796	-4%	-$44.6K	0.64%	34
2024 Q3	$1.02M	Sell	17,749 -7	-0%	-$392	0.73%	34
2024 Q2	$978K	Sell	17,756 -33	-0.2%	-$1.84K	0.75%	33
2024 Q1	$998K	Sell	17,789 -66	-0.4%	-$3.52K	0.78%	32
2023 Q4	$938K	Sell	17,855 -295	-2%	-$14.8K	0.8%	35
2023 Q3	$912K	Sell	18,150 -22	-0.1%	-$1.15K	0.89%	33
2023 Q2	$933K	Hold	18,172	–	–	0.89%	36
2023 Q1	$921K	Hold	18,172	–	–	0.92%	33
2022 Q4	$867K	Sell	18,172 -121	-0.7%	-$5.59K	0.94%	31
2022 Q3	$765K	Hold	18,293	–	–	0.89%	34
2022 Q2	$876K	Sell	18,293 -70	-0.4%	-$3.75K	0.97%	29
2022 Q1	$1.06M	Sell	18,363 -82	-0.4%	-$4.76K	0.65%	29
2021 Q4	$1.14M	Buy	+18,445	New	+$1.13M	1%	27

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

SFI Advisors's FDT Position: Q2 2026 in Review

SFI Advisors reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 0.46% in Q2 2026, selling an estimated $5.35K and leaving 11,997 shares worth $1.14M. The position accounts for 0.98% of the portfolio, ranked #31.

SFI Advisors first reported a position in FDT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.24M in Q4 2025. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

SFI Advisors held 11,997 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $1.14M as of Q2 2026.
SFI Advisors sold 56 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $5.35K.
First Trust Developed Markets ex-US AlphaDEX Fund made up 0.98% of SFI Advisors's portfolio in Q2 2026, its #31 holding.
SFI Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2021 and has held it in 19 quarters since.
SFI Advisors's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $1.24M in Q4 2025.
202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on SFI Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.