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

Larson Financial Group’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 		$67.8K Sell
716
-160
-18% -$15.3K ﹤0.01% 1378
2026
Q1 		$76.1K Sell
876
-36
-4% -$3.19K ﹤0.01% 1122
2025
Q4 		$72.5K Buy
912
+5
+0.6% +$387 ﹤0.01% 1060
2025
Q3 		$68.4K Sell
907
-1,349
-60% -$97.4K ﹤0.01% 1038
2025
Q2 		$155K Sell
2,256
-192
-8% -$12.1K 0.01% 715
2025
Q1 		$143K Sell
2,448
-209
-8% -$12K 0.01% 693
2024
Q4 		$144K Buy
2,657
+28
+1% +$1.57K 0.01% 650
2024
Q3 		$152K Sell
2,629
-490
-16% -$27.4K 0.01% 635
2024
Q2 		$172K Buy
3,119
+41
+1% +$2.29K 0.01% 521
2024
Q1 		$173K Buy
3,078
+49
+2% +$2.61K 0.01% 446
2023
Q4 		$159K Buy
3,029
+16
+0.5% +$801 0.01% 403
2023
Q3 		$151K Buy
3,013
+1
+0% +$52 0.01% 374
2023
Q2 		$155K Buy
3,012
+42
+1% +$2.14K 0.02% 357
2023
Q1 		$151K Buy
2,970
+10
+0.3% +$505 0.02% 359
2022
Q4 		$141K Sell
2,960
-172
-5% -$7.95K 0.02% 352
2022
Q3 		$131K Sell
3,132
-264
-8% -$12.5K 0.02% 325
2022
Q2 		$163K Buy
3,396
+149
+5% +$7.99K 0.03% 210
2022
Q1 		$188K Buy
3,247
+24
+0.7% +$1.39K 0.03% 203
2021
Q4 		$195K Buy
3,223
+8
+0.2% +$489 0.03% 197
2021
Q3 		$196K Buy
3,215
+134
+4% +$8.43K 0.04% 151
2021
Q2 		$193K Sell
3,081
-144
-4% -$9.13K 0.04% 131
2021
Q1 		$194K Sell
3,225
-686
-18% -$40.6K 0.06% 116
2020
Q4 		$221K Sell
3,911
-2,225
-36% -$118K 0.08% 91
2020
Q3 		$309K Sell
6,136
-76,417
-93% -$3.83M 0.13% 69
2020
Q2 		$3.87M Buy
82,553
+3,830
+5% +$170K 1.84% 19
2020
Q1 		$3.13M Buy
78,723
+6,135
+8% +$306K 1.96% 15
2019
Q4 		$4.04M Buy
72,588
+4,068
+6% +$220K 2.32% 14
2019
Q3 		$3.59M Buy
+68,520
New +$3.58M 2.34% 13

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

Larson Financial Group's FDT Position: Q2 2026 in Review

Larson Financial Group reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 18% in Q2 2026, selling an estimated $15.3K and leaving 716 shares worth $67.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Larson Financial Group first reported a position in FDT in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.04M in Q4 2019. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • Larson Financial Group held 716 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $67.8K as of Q2 2026.
  • Larson Financial Group sold 160 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $15.3K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1378 holding.
  • Larson Financial Group first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2019 and has held it in 28 quarters since.
  • Larson Financial Group's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $4.04M in Q4 2019.
  • 202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

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