Kestra Private Wealth Services
FDT icon

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
Q3 		$6.39M Buy
68,249
+8,104
+13% +$760K 0.07% 294
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Sage Private Wealth Group
Sage Private Wealth Group Oakbrook Terrace, Illinois $298M AUM 18.03% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mainsail Financial Group
Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return
Crusonia Wealth Advisors
Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

Kestra Private Wealth Services's FDT Position: Q3 2026 in Review

Kestra Private Wealth Services increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 13% in Q3 2026, buying an estimated $760K and bringing the position to 68,249 shares worth $6.39M. The position accounts for 0.07% of the portfolio, ranked #294.

Kestra Private Wealth Services first reported a position in FDT in Q3 2020 and has held it in 14 quarters since. 121 funds tracked by Wall St. Rank hold FDT as of Q3 2026.

  • Kestra Private Wealth Services held 68,249 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $6.39M as of Q3 2026.
  • Kestra Private Wealth Services bought 8,104 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2026, an estimated $760K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.07% of Kestra Private Wealth Services's portfolio in Q3 2026, its #294 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 14 quarters since.
  • 121 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.