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

Kingsview 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 		$9.98M Buy
105,456
+24,080
+30% +$2.3M 0.12% 142
2026
Q1 		$7.07M Sell
81,376
-4,655
-5% -$413K 0.1% 220
2025
Q4 		$6.83M Sell
86,031
-57,336
-40% -$4.43M 0.1% 212
2025
Q3 		$10.8M Sell
143,367
-9,912
-6% -$716K 0.17% 115
2025
Q2 		$10.5M Sell
153,279
-7,046
-4% -$443K 0.18% 98
2025
Q1 		$9.34M Sell
160,325
-22,494
-12% -$1.29M 0.18% 121
2024
Q4 		$9.89M Sell
182,819
-14,589
-7% -$817K 0.19% 101
2024
Q3 		$11.4M Sell
197,408
-179,599
-48% -$10.1M 0.24% 77
2024
Q2 		$20.8M Buy
377,007
+1,044
+0.3% +$58.2K 0.49% 39
2024
Q1 		$21.1M Buy
375,963
+38,094
+11% +$2.03M 0.53% 37
2023
Q4 		$17.7M Buy
337,869
+97,654
+41% +$4.89M 0.53% 40
2023
Q3 		$12.1M Buy
240,215
+78,349
+48% +$4.1M 0.43% 49
2023
Q2 		$8.31M Sell
161,866
-1,618
-1% -$82.6K 0.33% 68
2023
Q1 		$8.29M Buy
163,484
+7,134
+5% +$360K 0.35% 61
2022
Q4 		$7.46M Buy
156,350
+7,677
+5% +$355K 0.32% 73
2022
Q3 		$6.22M Buy
148,673
+68,033
+84% +$3.21M 0.3% 85
2022
Q2 		$3.86M Buy
80,640
+15,685
+24% +$841K 0.18% 131
2022
Q1 		$3.76M Buy
64,955
+3,126
+5% +$181K 0.17% 138
2021
Q4 		$3.75M Buy
61,829
+6,537
+12% +$400K 0.16% 142
2021
Q3 		$3.37M Buy
55,292
+12,173
+28% +$766K 0.16% 146
2021
Q2 		$2.71M Buy
43,119
+10,762
+33% +$682K 0.13% 170
2021
Q1 		$1.97M Buy
32,357
+11,898
+58% +$704K 0.11% 195
2020
Q4 		$1.16M Buy
20,459
+12,339
+152% +$656K 0.08% 246
2020
Q3 		$408K Buy
+8,120
New +$407K 0.04% 412

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

Kingsview Wealth Management's FDT Position: Q2 2026 in Review

Kingsview Wealth Management increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 30% in Q2 2026, buying an estimated $2.3M and bringing the position to 105,456 shares worth $9.98M. The position accounts for 0.12% of the portfolio, ranked #142.

Kingsview Wealth Management first reported a position in FDT in Q3 2020 and has held it in 24 quarters since. The position peaked at $21.1M in Q1 2024. 201 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • Kingsview Wealth Management held 105,456 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $9.98M as of Q2 2026.
  • Kingsview Wealth Management bought 24,080 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $2.3M.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.12% of Kingsview Wealth Management's portfolio in Q2 2026, its #142 holding.
  • Kingsview Wealth Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2020 and has held it in 24 quarters since.
  • Kingsview Wealth Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $21.1M in Q1 2024.
  • 201 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.