Jones Financial Companies’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Jones Financial Companies’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	$6.25M	Buy	66,388 +39,595	+148%	+$3.79M	﹤0.01%	1095
2026 Q1	$2.27M	Buy	26,793 +17,823	+199%	+$1.58M	﹤0.01%	1372
2025 Q4	$713K	Buy	8,970 +3,397	+61%	+$263K	﹤0.01%	1365
2025 Q3	$416K	Buy	5,573 +1,819	+48%	+$131K	﹤0.01%	1469
2025 Q2	$256K	Buy	3,754 +1,936	+106%	+$122K	﹤0.01%	1552
2025 Q1	$107K	Buy	1,818 +1,445	+387%	+$82.7K	﹤0.01%	1744
2024 Q4	$20.2K	Buy	+373	New	+$20.9K	﹤0.01%	2259

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 22.9% 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

Jones Financial Companies's FDT Position: Q2 2026 in Review

Jones Financial Companies increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 148% in Q2 2026, buying an estimated $3.79M and bringing the position to 66,388 shares worth $6.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Jones Financial Companies first reported a position in FDT in Q4 2024 and has held it in 7 quarters since. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

Jones Financial Companies held 66,388 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $6.25M as of Q2 2026.
Jones Financial Companies bought 39,595 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $3.79M.
First Trust Developed Markets ex-US AlphaDEX Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1095 holding.
Jones Financial Companies first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.