KWS
FDT icon

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

Keystone 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 		$351K Hold
3,708
– – 0.07% 237
2026
Q1 		$322K Buy
3,708
+30
+0.8% +$2.66K 0.07% 238
2025
Q4 		$292K Buy
3,678
+214
+6% +$16.6K 0.06% 202
2025
Q3 		$261K Buy
+3,464
New +$250K 0.06% 257

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

Keystone Wealth Services's FDT Position: Q2 2026 in Review

Keystone Wealth Services held its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) position steady in Q2 2026 at 3,708 shares worth $351K. The position accounts for 0.07% of the portfolio, ranked #237.

Keystone Wealth Services first reported a position in FDT in Q3 2025 and has held it in 4 quarters since. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • Keystone Wealth Services held 3,708 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $351K as of Q2 2026.
  • Keystone Wealth Services 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 0.07% of Keystone Wealth Services's portfolio in Q2 2026, its #237 holding.
  • Keystone Wealth Services first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
  • 202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.