Apollon Wealth Management’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Apollon Wealth Management’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	$244K	Sell	2,572 -1,639	-39%	-$157K	﹤0.01%	1390
2026 Q1	$366K	Sell	4,211 -268	-6%	-$23.8K	0.01%	1008
2025 Q4	$356K	Sell	4,479 -765	-15%	-$59.2K	0.01%	986
2025 Q3	$395K	Sell	5,244 -279	-5%	-$20.2K	0.01%	926
2025 Q2	$380K	Sell	5,523 -82	-1%	-$5.16K	0.01%	916
2025 Q1	$327K	Buy	5,605 +276	+5%	+$15.8K	0.01%	928
2024 Q4	$288K	Sell	5,329 -55	-1%	-$3.08K	0.01%	963
2024 Q3	$311K	Buy	5,384 +274	+5%	+$15.3K	0.01%	903
2024 Q2	$281K	Buy	5,110 +774	+18%	+$43.1K	0.01%	890
2024 Q1	$243K	Sell	4,336 -34,555	-89%	-$1.84M	0.01%	951
2023 Q4	$2.04M	Sell	38,891 -3,028	-7%	-$152K	0.07%	254
2023 Q3	$2.11M	Buy	41,919 +14,513	+53%	+$759K	0.11%	181
2023 Q2	$1.41M	Buy	+27,406	New	+$1.4M	0.07%	299
2022 Q1	–	Sell	-4,766	Closed	-$289K	–	783
2021 Q4	$289K	Buy	+4,766	New	+$291K	0.02%	588

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 22.9% 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

Apollon Wealth Management's FDT Position: Q2 2026 in Review

Apollon Wealth Management reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 39% in Q2 2026, selling an estimated $157K and leaving 2,572 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Apollon Wealth Management first reported a position in FDT in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.11M in Q3 2023. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

Apollon Wealth Management held 2,572 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $244K as of Q2 2026.
Apollon Wealth Management sold 1,639 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $157K.
First Trust Developed Markets ex-US AlphaDEX Fund made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1390 holding.
Apollon Wealth Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2021 and has held it in 14 quarters since.
Apollon Wealth Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $2.11M in Q3 2023.
202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.