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

FSB Premier 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 		$1.93M Sell
20,430
-274
-1% -$26.2K 0.55% 53
2026
Q1 		$1.8M Sell
20,704
-2,346
-10% -$208K 0.56% 54
2025
Q4 		$1.83M Buy
23,050
+102
+0.4% +$7.89K 0.58% 54
2025
Q3 		$1.73M Sell
22,948
-2,481
-10% -$179K 0.57% 53
2025
Q2 		$1.75M Sell
25,429
-5,369
-17% -$338K 0.62% 45
2025
Q1 		$1.79M Sell
30,798
-2,669
-8% -$153K 0.7% 39
2024
Q4 		$1.81M Sell
33,467
-1,512
-4% -$84.6K 0.73% 37
2024
Q3 		$2.02M Sell
34,979
-14,891
-30% -$834K 0.83% 31
2024
Q2 		$2.75M Sell
49,870
-11,573
-19% -$645K 1.24% 20
2024
Q1 		$3.45M Sell
61,443
-3,886
-6% -$207K 1.6% 14
2023
Q4 		$3.43M Sell
65,329
-845
-1% -$42.3K 1.72% 14
2023
Q3 		$3.32M Sell
66,174
-2,946
-4% -$154K 1.85% 14
2023
Q2 		$3.55M Sell
69,120
-885
-1% -$45.2K 1.93% 13
2023
Q1 		$3.55M Buy
70,005
+267
+0.4% +$13.5K 1.97% 13
2022
Q4 		$3.33M Sell
69,738
-768
-1% -$35.5K 1.82% 15
2022
Q3 		$2.95M Buy
70,506
+16,647
+31% +$787K 1.73% 17
2022
Q2 		$2.58M Sell
53,859
-91
-0.2% -$4.88K 1.43% 19
2022
Q1 		$2.93M Buy
53,950
+51,284
+1,924% +$2.98M 1.47% 19
2021
Q4 		$161K Buy
+2,666
New +$163K 0.07% 139

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

FSB Premier Wealth Management's FDT Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 1.3% in Q2 2026, selling an estimated $26.2K and leaving 20,430 shares worth $1.93M. The position accounts for 0.55% of the portfolio, ranked #53.

FSB Premier Wealth Management first reported a position in FDT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.55M in Q2 2023. 201 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • FSB Premier Wealth Management held 20,430 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $1.93M as of Q2 2026.
  • FSB Premier Wealth Management sold 274 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $26.2K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.55% of FSB Premier Wealth Management's portfolio in Q2 2026, its #53 holding.
  • FSB Premier Wealth Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2021 and has held it in 19 quarters since.
  • FSB Premier Wealth Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $3.55M in Q2 2023.
  • 201 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.