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

Tidemark’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
2025 Q2	–	Sell	-497	Closed	-$28.9K	–	719
2025 Q1	$28.9K	Hold	497	–	–	0.01%	310
2024 Q4	$26.9K	Hold	497	–	–	0.01%	319
2024 Q3	$28.7K	Hold	497	–	–	0.01%	299
2024 Q2	$27.4K	Sell	497 -100	-17%	-$5.57K	0.01%	285
2024 Q1	$33.5K	Sell	597 -53	-8%	-$2.82K	0.02%	287
2023 Q4	$34.1K	Buy	+650	New	+$32.5K	0.02%	270

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Tidemark's FDT Position: Q2 2025 in Review

Tidemark sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2025, closing a stake of 497 shares — an estimated $28.9K sold.

Tidemark first reported a position in FDT in Q4 2023 and held it in 6 quarters. The position peaked at $34.1K in Q4 2023. 119 funds tracked by Wall St. Rank hold FDT as of Q2 2025.

Tidemark reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Tidemark sold 497 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2025, an estimated $28.9K.
Tidemark first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2023 and held it in 6 quarters.
Tidemark's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $34.1K in Q4 2023.
119 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2025.

Based on Tidemark's 13F filing for Q2 2025, filed 11 Aug 2025.