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

TrueWealth 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
2025 Q1	–	Sell	-4,086	Closed	-$221K	–	218
2024 Q4	$221K	Buy	4,086 +44	+1%	+$2.46K	0.07%	208
2024 Q3	$233K	Buy	4,042 +212	+6%	+$11.9K	0.08%	201
2024 Q2	$211K	Buy	+3,830	New	+$213K	0.08%	211

Other funds holding FDT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TrueWealth Advisors's FDT Position: Q1 2025 in Review

TrueWealth Advisors sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q1 2025, closing a stake of 4,086 shares — an estimated $221K sold.

TrueWealth Advisors first reported a position in FDT in Q2 2024 and held it in 3 quarters. The position peaked at $233K in Q3 2024. 120 funds tracked by Wall St. Rank hold FDT as of Q1 2025.

TrueWealth Advisors reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
TrueWealth Advisors sold 4,086 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q1 2025, an estimated $221K.
TrueWealth Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q2 2024 and held it in 3 quarters.
TrueWealth Advisors's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $233K in Q3 2024.
120 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2025.

Based on TrueWealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.