Carson Wealth (CWM LLC)’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$2.23M	Buy	25,609 +14,851	+138%	+$1.32M	0.01%	1156
2025 Q4	$855K	Sell	10,758 -1,246	-10%	-$96.4K	﹤0.01%	1592
2025 Q3	$905K	Sell	12,004 -28,517	-70%	-$2.06M	﹤0.01%	1473
2025 Q2	$2.79M	Buy	40,521 +21,359	+111%	+$1.34M	0.01%	817
2025 Q1	$1.12M	Sell	19,162 -1,072	-5%	-$61.4K	﹤0.01%	1067
2024 Q4	$1.09M	Sell	20,234 -1,056	-5%	-$59.1K	﹤0.01%	1032
2024 Q3	$1.23M	Sell	21,290 -4,114	-16%	-$230K	0.01%	911
2024 Q2	$1.4M	Sell	25,404 -3,270	-11%	-$182K	0.01%	752
2024 Q1	$1.61M	Sell	28,674 -13,386	-32%	-$713K	0.01%	683
2023 Q4	$2.21M	Sell	42,060 -10,055	-19%	-$504K	0.01%	559
2023 Q3	$2.62M	Sell	52,115 -244,757	-82%	-$12.8M	0.02%	488
2023 Q2	$15.2M	Sell	296,872 -59,871	-17%	-$3.06M	0.09%	183
2023 Q1	$18.1M	Sell	356,743 -21,547	-6%	-$1.09M	0.12%	154
2022 Q4	$18.1M	Buy	378,290 +285,480	+308%	+$13.2M	0.13%	148
2022 Q3	$3.89M	Buy	92,810 +6,998	+8%	+$331K	0.03%	320
2022 Q2	$4.11M	Sell	85,812 -1,732	-2%	-$92.9K	0.03%	320
2022 Q1	$5.06M	Buy	87,544 +4,827	+6%	+$280K	0.04%	298
2021 Q4	$5.02M	Buy	+82,717	New	+$5.06M	0.04%	297
2021 Q2	$4.83M	Hold	77,058	–	–	0.04%	290
2021 Q1	$4.83M	Hold	77,058	–	–	0.04%	290
2020 Q4	$4.83M	Hold	77,058	–	–	0.04%	290
2020 Q3	$4.83M	Hold	77,058	–	–	0.04%	290
2020 Q2	$4.83M	Hold	77,058	–	–	0.04%	290
2020 Q1	$4.83M	Hold	77,058	–	–	0.04%	290
2019 Q4	$4.83M	Hold	77,058	–	–	0.04%	290
2019 Q3	$4.83M	Hold	77,058	–	–	0.04%	290
2019 Q2	$4.83M	Hold	77,058	–	–	0.04%	290
2019 Q1	$4.83M	Buy	+77,058	New	+$4.1M	0.04%	290
2018 Q4	–	Sell	-635	Closed	-$38K	–	2131
2018 Q3	$38K	Buy	+635	New	+$37.7K	﹤0.01%	802

Other funds holding FDT

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FDT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 138% in Q1 2026, buying an estimated $1.32M and bringing the position to 25,609 shares worth $2.23M. The position accounts for 0.01% of the portfolio, ranked #1156.

Carson Wealth (CWM LLC) first reported a position in FDT in Q3 2018 and has held it in 29 quarters since. The position peaked at $18.1M in Q1 2023. 181 funds tracked by Wall St. Rank hold FDT as of Q1 2026.

Carson Wealth (CWM LLC) held 25,609 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $2.23M as of Q1 2026.
Carson Wealth (CWM LLC) bought 14,851 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q1 2026, an estimated $1.32M.
First Trust Developed Markets ex-US AlphaDEX Fund made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1156 holding.
Carson Wealth (CWM LLC) first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2018 and has held it in 29 quarters since.
Carson Wealth (CWM LLC)'s First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $18.1M in Q1 2023.
181 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.