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

SMI Advisory 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 		$19.7M Buy
208,908
+4,923
+2% +$471K 3.2% 9
2026
Q1 		$18M Buy
203,985
+38,970
+24% +$3.45M 2.96% 10
2025
Q4 		$13.8M Buy
+165,015
New +$12.8M 2.39% 10

Other funds holding FDT

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SMI Advisory Services's FDT Position: Q2 2026 in Review

SMI Advisory Services increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 2.4% in Q2 2026, buying an estimated $471K and bringing the position to 208,908 shares worth $19.7M. The position accounts for 3.2% of the portfolio, ranked #9.

SMI Advisory Services first reported a position in FDT in Q4 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • SMI Advisory Services held 208,908 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $19.7M as of Q2 2026.
  • SMI Advisory Services bought 4,923 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $471K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 3.2% of SMI Advisory Services's portfolio in Q2 2026, its #9 holding.
  • SMI Advisory Services first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.