Family Legacy Inc’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Family Legacy Inc’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	$654K	Sell	6,907 -68	-1%	-$6.5K	0.17%	98
2026 Q1	$606K	Buy	6,975 +654	+10%	+$58K	0.18%	100
2025 Q4	$502K	Buy	+6,321	New	+$489K	0.15%	102
2021 Q1	–	Sell	-246,983	Closed	-$5.22M	–	115
2020 Q4	$5.22M	Sell	246,983 -1,169	-0.5%	-$62.2K	2.69%	3
2020 Q3	$4.95M	Buy	248,152 +241,411	+3,581%	+$12.1M	2.8%	3
2020 Q2	$316K	Sell	6,741 -2,717	-29%	-$121K	0.19%	102
2020 Q1	$377K	Sell	9,458 -63	-0.7%	-$3.14K	0.27%	83
2019 Q4	$527K	Buy	9,521 +25	+0.3%	+$1.35K	0.3%	88
2019 Q3	$522K	Buy	9,496 +696	+8%	+$36.4K	0.33%	85
2019 Q2	$475K	Buy	8,800 +516	+6%	+$27.7K	0.37%	76
2019 Q1	$459K	Buy	8,284 +247	+3%	+$13.2K	0.37%	77
2018 Q4	$394K	Buy	8,037 +1,992	+33%	+$105K	0.35%	78
2018 Q3	$359K	Buy	6,045 +1,045	+21%	+$62K	0.29%	83
2018 Q2	$300K	Buy	+5,000	New	+$314K	0.26%	87

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 22.96% 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

Family Legacy Inc's FDT Position: Q2 2026 in Review

Family Legacy Inc reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 0.97% in Q2 2026, selling an estimated $6.5K and leaving 6,907 shares worth $654K. The position accounts for 0.17% of the portfolio, ranked #98.

Family Legacy Inc first reported a position in FDT in Q2 2018 and has held it in 14 quarters since. The position peaked at $5.22M in Q4 2020. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

Family Legacy Inc held 6,907 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $654K as of Q2 2026.
Family Legacy Inc sold 68 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $6.5K.
First Trust Developed Markets ex-US AlphaDEX Fund made up 0.17% of Family Legacy Inc's portfolio in Q2 2026, its #98 holding.
Family Legacy Inc first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q2 2018 and has held it in 14 quarters since.
Family Legacy Inc's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $5.22M in Q4 2020.
202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Family Legacy Inc's 13F filing for Q2 2026, filed 6 Aug 2026.