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

GeoWealth 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	$264K	Buy	2,789 +316	+13%	+$30.2K	0.01%	699
2026 Q1	$215K	Sell	2,473 -926	-27%	-$82.1K	0.01%	700
2025 Q4	$270K	Sell	3,399 -262	-7%	-$20.3K	0.01%	593
2025 Q3	$276K	Buy	3,661 +953	+35%	+$68.8K	0.01%	612
2025 Q2	$186K	Sell	2,708 -21	-0.8%	-$1.32K	0.01%	679
2025 Q1	$159K	Sell	2,729 -241	-8%	-$13.8K	0.01%	709
2024 Q4	$161K	Sell	2,970 -7,317	-71%	-$410K	0.01%	839
2024 Q3	$593K	Buy	10,287 +1,061	+12%	+$59.4K	0.02%	432
2024 Q2	$508K	Buy	9,226 +1,087	+13%	+$60.6K	0.02%	428
2024 Q1	$457K	Buy	+8,139	New	+$434K	0.02%	462

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

GeoWealth Management's FDT Position: Q2 2026 in Review

GeoWealth Management increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 13% in Q2 2026, buying an estimated $30.2K and bringing the position to 2,789 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #699.

GeoWealth Management first reported a position in FDT in Q1 2024 and has held it in 10 quarters since. The position peaked at $593K in Q3 2024. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

GeoWealth Management held 2,789 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $264K as of Q2 2026.
GeoWealth Management bought 316 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $30.2K.
First Trust Developed Markets ex-US AlphaDEX Fund made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #699 holding.
GeoWealth Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2024 and has held it in 10 quarters since.
GeoWealth Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $593K in Q3 2024.
202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.