BFC Planning, Inc.’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

BFC Planning, 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 Q3	$24.9K	Hold	266	–	–	﹤0.01%	1912
2026 Q2	$25.2K	Buy	+266	New	+$25.4K	﹤0.01%	1901

Other funds holding FDT

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Sage Private Wealth Group Oakbrook Terrace, Illinois $298M AUM 18.03% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

BFC Planning, Inc.'s FDT Position: Q3 2026 in Review

BFC Planning, Inc. held its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) position steady in Q3 2026 at 266 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1912.

BFC Planning, Inc. first reported a position in FDT in Q2 2026 and has held it in 2 quarters since. The position peaked at $25.2K in Q2 2026. 178 funds tracked by Wall St. Rank hold FDT as of Q3 2026.

BFC Planning, Inc. held 266 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $24.9K as of Q3 2026.
BFC Planning, Inc. left its First Trust Developed Markets ex-US AlphaDEX Fund share count unchanged in Q3 2026.
First Trust Developed Markets ex-US AlphaDEX Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1912 holding.
BFC Planning, Inc. first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q2 2026 and has held it in 2 quarters since.
BFC Planning, Inc.'s First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $25.2K in Q2 2026.
178 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.