Kestra Private Wealth Services’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Kestra Private Wealth Services’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	$5.69M	Buy	60,145 +37,782	+169%	+$3.61M	0.06%	310
2026 Q1	$1.94M	Buy	+22,363	New	+$1.98M	0.02%	566
2024 Q1	–	Sell	-9,034	Closed	-$474K	–	1327
2023 Q4	$474K	Sell	9,034 -86	-0.9%	-$4.31K	0.01%	751
2023 Q3	$458K	Sell	9,120 -1,789	-16%	-$93.6K	0.01%	699
2023 Q2	$560K	Buy	10,909 +158	+1%	+$8.06K	0.02%	599
2023 Q1	$545K	Buy	10,751 +2,023	+23%	+$102K	0.02%	573
2022 Q4	$417K	Sell	8,728 -50,488	-85%	-$2.33M	0.02%	568
2022 Q3	$2.48M	Buy	59,216 +2,987	+5%	+$141K	0.14%	167
2022 Q2	$2.69M	Buy	56,229 +14,889	+36%	+$798K	0.15%	160
2022 Q1	$2.39M	Buy	41,340 +21,330	+107%	+$1.24M	0.12%	188
2021 Q4	$1.21M	Buy	20,010 +95	+0.5%	+$5.81K	0.06%	341
2021 Q3	$1.21M	Buy	+19,915	New	+$1.25M	0.07%	308
2020 Q4	–	Sell	-41,068	Closed	-$2.03M	–	754
2020 Q3	$2.03M	Buy	+41,068	New	+$2.06M	0.18%	129

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

Kestra Private Wealth Services's FDT Position: Q2 2026 in Review

Kestra Private Wealth Services increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 169% in Q2 2026, buying an estimated $3.61M and bringing the position to 60,145 shares worth $5.69M. The position accounts for 0.06% of the portfolio, ranked #310.

Kestra Private Wealth Services first reported a position in FDT in Q3 2020 and has held it in 13 quarters since. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

Kestra Private Wealth Services held 60,145 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $5.69M as of Q2 2026.
Kestra Private Wealth Services bought 37,782 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $3.61M.
First Trust Developed Markets ex-US AlphaDEX Fund made up 0.06% of Kestra Private Wealth Services's portfolio in Q2 2026, its #310 holding.
Kestra Private Wealth Services first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2020 and has held it in 13 quarters since.
202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.