SMI Advisory Services
FDT icon

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
Q3 		– Sell
-208,908
Closed -$19.7M – 60
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

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $284M AUM 15.44% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
FA
Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

SMI Advisory Services's FDT Position: Q3 2026 in Review

SMI Advisory Services sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q3 2026, closing a stake of 208,908 shares — an estimated $19.7M sold.

SMI Advisory Services first reported a position in FDT in Q4 2025 and held it in 3 quarters. The position peaked at $19.7M in Q2 2026. 36 funds tracked by Wall St. Rank hold FDT as of Q3 2026.

  • SMI Advisory Services reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q3 2026 after selling out during the quarter.
  • SMI Advisory Services sold 208,908 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2026, an estimated $19.7M.
  • SMI Advisory Services first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2025 and held it in 3 quarters.
  • SMI Advisory Services's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $19.7M in Q2 2026.
  • 36 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.