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

Golden State 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 		$205K Hold
2,170
– – 0.02% 414
2026
Q1 		$189K Hold
2,170
– – 0.02% 391
2025
Q4 		$172K Sell
2,170
-120
-5% -$9.28K 0.02% 409
2025
Q3 		$173K Sell
2,290
-333
-13% -$24.1K 0.02% 402
2025
Q2 		$180K Sell
2,623
-840
-24% -$52.8K 0.02% 376
2025
Q1 		$202K Hold
3,463
– – 0.03% 339
2024
Q4 		$187K Buy
+3,463
New +$194K 0.03% 330
2022
Q1 		$275K Sell
4,755
-100
-2% -$5.8K 0.05% 250
2021
Q4 		$295K Sell
4,855
-780
-14% -$47.7K 0.05% 286
2021
Q3 		$343K Sell
5,635
-510
-8% -$32.1K 0.07% 209
2021
Q2 		$385K Hold
6,145
– – 0.08% 196
2021
Q1 		$369K Sell
6,145
-530
-8% -$31.4K 0.12% 127
2020
Q4 		$377K Sell
6,675
-1,300
-16% -$69.1K 0.11% 149
2020
Q3 		$401K Buy
+7,975
New +$400K 0.13% 117
2020
Q2 		– Sell
-9,130
Closed -$364K – 480
2020
Q1 		$364K Buy
+9,130
New +$455K 0.16% 98
2019
Q4 		– Sell
-10,890
Closed -$570K – 343
2019
Q3 		$570K Buy
10,890
+90
+0.8% +$4.71K 0.19% 97
2019
Q2 		$582K Buy
10,800
+2,765
+34% +$148K 0.18% 106
2019
Q1 		$437K Buy
+8,035
New +$428K 0.15% 131

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

Golden State Wealth Management's FDT Position: Q2 2026 in Review

Golden State Wealth Management held its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) position steady in Q2 2026 at 2,170 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #414.

Golden State Wealth Management first reported a position in FDT in Q1 2019 and has held it in 18 quarters since. The position peaked at $582K in Q2 2019. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • Golden State Wealth Management held 2,170 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $205K as of Q2 2026.
  • Golden State Wealth Management left its First Trust Developed Markets ex-US AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #414 holding.
  • Golden State Wealth Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2019 and has held it in 18 quarters since.
  • Golden State Wealth Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $582K in Q2 2019.
  • 202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.