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

Geneos 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 		$47.6K Buy
503
+359
+249% +$34.3K ﹤0.01% 1480
2026
Q1 		$12.5K Buy
144
+29
+25% +$2.57K ﹤0.01% 1923
2025
Q4 		$9.1K Buy
115
+15
+15% +$1.16K ﹤0.01% 1988
2025
Q3 		$7.54K Buy
100
+1
+1% +$72 ﹤0.01% 2046
2025
Q2 		$6.84K Sell
99
-113
-53% -$7.11K ﹤0.01% 2468
2025
Q1 		$12.4K Buy
212
+72
+51% +$4.12K ﹤0.01% 2505
2024
Q4 		$7.57K Sell
140
-2
-1% -$112 ﹤0.01% 2174
2024
Q3 		$8.22K Buy
142
+47
+49% +$2.63K ﹤0.01% 1906
2024
Q2 		$5.21K Hold
95
– – ﹤0.01% 1715
2024
Q1 		$5.31K Buy
95
+1
+1% +$53 ﹤0.01% 1699
2023
Q4 		$4.95K Sell
94
-149
-61% -$7.46K ﹤0.01% 1728
2023
Q3 		$12.2K Buy
243
+2
+0.8% +$105 ﹤0.01% 1511
2023
Q2 		$12.4K Buy
241
+150
+165% +$7.66K ﹤0.01% 1517
2023
Q1 		$4.59K Buy
91
+46
+102% +$2.32K ﹤0.01% 1753
2022
Q4 		$2.15K Hold
45
– – ﹤0.01% 1870
2022
Q3 		$1K Sell
45
-154
-77% -$7.28K ﹤0.01% 1919
2022
Q2 		$9K Buy
199
+1
+0.5% +$54 ﹤0.01% 1985
2022
Q1 		$11K Hold
198
– – ﹤0.01% 2042
2021
Q4 		$12K Buy
198
+1
+0.5% +$61 ﹤0.01% 2100
2021
Q3 		$12K Hold
197
– – ﹤0.01% 2140
2021
Q2 		$12K Buy
197
+1
+0.5% +$63 ﹤0.01% 2126
2021
Q1 		$12K Sell
196
-43
-18% -$2.54K ﹤0.01% 2294
2020
Q4 		$14K Buy
239
+44
+23% +$2.34K ﹤0.01% 2078
2020
Q3 		$9K Hold
195
– – ﹤0.01% 1978
2020
Q2 		$9K Hold
195
– – ﹤0.01% 1943
2020
Q1 		$7K Sell
195
-546
-74% -$27.2K ﹤0.01% 1930
2019
Q4 		$41K Sell
741
-50
-6% -$2.71K ﹤0.01% 1353
2019
Q3 		$41K Sell
791
-30
-4% -$1.57K ﹤0.01% 1283
2019
Q2 		$44K Sell
821
-57
-6% -$3.06K ﹤0.01% 1250
2019
Q1 		$47K Sell
878
-439
-33% -$23.4K ﹤0.01% 1173
2018
Q4 		$64K Sell
1,317
-1,600
-55% -$84.2K ﹤0.01% 990
2018
Q3 		$173K Sell
2,917
-1,625
-36% -$96.4K 0.01% 691
2018
Q2 		$272K Buy
4,542
+2,488
+121% +$156K 0.02% 474
2018
Q1 		$129K Buy
2,054
+850
+71% +$54.3K 0.01% 659
2017
Q4 		$75K Buy
1,204
+910
+310% +$55.2K 0.01% 847
2017
Q3 		$17K Buy
294
+54
+23% +$3.11K ﹤0.01% 1383
2017
Q2 		$13K Hold
240
– – ﹤0.01% 1428
2017
Q1 		$12K Hold
240
– – ﹤0.01% 1416
2016
Q4 		$11K Hold
240
– – ﹤0.01% 1403
2016
Q3 		$11K Hold
240
– – ﹤0.01% 1334
2016
Q2 		$10K Hold
240
– – ﹤0.01% 1323
2016
Q1 		$11K Buy
+240
New +$10.5K ﹤0.01% 1274

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

Geneos Wealth Management's FDT Position: Q2 2026 in Review

Geneos Wealth Management increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 249% in Q2 2026, buying an estimated $34.3K and bringing the position to 503 shares worth $47.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Geneos Wealth Management first reported a position in FDT in Q1 2016 and has held it in 42 quarters since. The position peaked at $272K in Q2 2018. 201 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • Geneos Wealth Management held 503 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $47.6K as of Q2 2026.
  • Geneos Wealth Management bought 359 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $34.3K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1480 holding.
  • Geneos Wealth Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2016 and has held it in 42 quarters since.
  • Geneos Wealth Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $272K in Q2 2018.
  • 201 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.