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

Arkadios Wealth 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
2026
Q2 		$1.4M Buy
14,744
+3,532
+32% +$338K 0.02% 673
2026
Q1 		$975K Buy
11,212
+2,512
+29% +$223K 0.02% 799
2025
Q4 		$691K Sell
8,700
-212
-2% -$16.4K 0.01% 867
2025
Q3 		$672K Buy
8,912
+426
+5% +$30.8K 0.02% 818
2025
Q2 		$584K Sell
8,486
-1,189
-12% -$74.8K 0.02% 784
2025
Q1 		$564K Buy
9,675
+212
+2% +$12.1K 0.02% 666
2024
Q4 		$512K Buy
9,463
+5,358
+131% +$300K 0.03% 536
2024
Q3 		$237K Sell
4,105
-192
-4% -$10.8K 0.01% 786
2024
Q2 		$237K Sell
4,297
-435
-9% -$24.2K 0.02% 713
2024
Q1 		$266K Sell
4,732
-100
-2% -$5.33K 0.02% 578
2023
Q4 		$254K Sell
4,832
-129
-3% -$6.46K 0.02% 578
2023
Q3 		$249K Sell
4,961
-1,571
-24% -$82.2K 0.02% 552
2023
Q2 		$335K Buy
6,532
+696
+12% +$35.5K 0.04% 413
2023
Q1 		$296K Buy
5,836
+468
+9% +$23.6K 0.04% 438
2022
Q4 		$256K Buy
+5,368
New +$248K 0.03% 447
2021
Q4 		– Sell
-282
Closed -$17K – 972
2021
Q3 		$17K Sell
282
-6,818
-96% -$429K ﹤0.01% 1272
2021
Q2 		$444K Buy
7,100
+163
+2% +$10.3K 0.05% 360
2021
Q1 		$417K Buy
6,937
+154
+2% +$9.12K 0.07% 285
2020
Q4 		$383K Buy
+6,783
New +$361K 0.08% 226
2020
Q3 		– Sell
-51
Closed -$2.53K – 1040
2020
Q2 		$2.53K Sell
51
-3,481
-99% -$155K ﹤0.01% 858
2020
Q1 		$141K Sell
3,532
-437
-11% -$21.8K 0.09% 187
2019
Q4 		$218K Buy
+3,969
New +$215K 0.13% 144

Other funds holding FDT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Raymond James Financial
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

Arkadios Wealth Advisors's FDT Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 32% in Q2 2026, buying an estimated $338K and bringing the position to 14,744 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #673.

Arkadios Wealth Advisors first reported a position in FDT in Q4 2019 and has held it in 22 quarters since. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • Arkadios Wealth Advisors held 14,744 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $1.4M as of Q2 2026.
  • Arkadios Wealth Advisors bought 3,532 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $338K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #673 holding.
  • Arkadios Wealth Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2019 and has held it in 22 quarters since.
  • 202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.