LPL Financial
FDT icon

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

LPL Financial’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 		$93.7M Buy
989,346
+125,073
+14% +$12M 0.02% 703
2026
Q1 		$75.1M Buy
864,273
+19,896
+2% +$1.76M 0.02% 726
2025
Q4 		$67.1M Buy
844,377
+92,554
+12% +$7.16M 0.02% 729
2025
Q3 		$56.7M Buy
751,823
+123,446
+20% +$8.92M 0.02% 787
2025
Q2 		$43.2M Buy
628,377
+99,083
+19% +$6.23M 0.01% 839
2025
Q1 		$30.8M Buy
529,294
+53,268
+11% +$3.05M 0.01% 908
2024
Q4 		$25.7M Buy
476,026
+46,387
+11% +$2.6M 0.01% 946
2024
Q3 		$24.8M Sell
429,639
-7,185
-2% -$402K 0.01% 933
2024
Q2 		$24.1M Sell
436,824
-39,561
-8% -$2.21M 0.01% 879
2024
Q1 		$26.7M Sell
476,385
-15,919
-3% -$848K 0.01% 807
2023
Q4 		$25.9M Sell
492,304
-186,581
-27% -$9.34M 0.02% 758
2023
Q3 		$34.1M Sell
678,885
-17,800
-3% -$931K 0.02% 587
2023
Q2 		$35.8M Buy
696,685
+29,866
+4% +$1.52M 0.03% 550
2023
Q1 		$33.8M Buy
666,819
+109,725
+20% +$5.54M 0.03% 538
2022
Q4 		$26.6M Buy
557,094
+233,337
+72% +$10.8M 0.02% 596
2022
Q3 		$13.6M Sell
323,757
-17,453
-5% -$825K 0.01% 809
2022
Q2 		$16.3M Buy
341,210
+19,867
+6% +$1.07M 0.02% 717
2022
Q1 		$18.6M Buy
321,343
+64,214
+25% +$3.73M 0.02% 697
2021
Q4 		$15.6M Sell
257,129
-13,041
-5% -$798K 0.01% 779
2021
Q3 		$16.5M Buy
270,170
+60,186
+29% +$3.79M 0.02% 709
2021
Q2 		$13.2M Buy
209,984
+21,421
+11% +$1.36M 0.01% 770
2021
Q1 		$11.3M Buy
188,563
+10,130
+6% +$600K 0.01% 768
2020
Q4 		$10.1M Sell
178,433
-40,541
-19% -$2.16M 0.01% 738
2020
Q3 		$11M Sell
218,974
-22,500
-9% -$1.13M 0.02% 600
2020
Q2 		$11.3M Sell
241,474
-12,021
-5% -$534K 0.02% 548
2020
Q1 		$10.1M Sell
253,495
-32,464
-11% -$1.62M 0.02% 497
2019
Q4 		$15.9M Sell
285,959
-15,247
-5% -$825K 0.03% 420
2019
Q3 		$15.8M Sell
301,206
-42,104
-12% -$2.2M 0.03% 388
2019
Q2 		$18.5M Sell
343,310
-35,211
-9% -$1.89M 0.04% 340
2019
Q1 		$20.6M Sell
378,521
-131,096
-26% -$6.98M 0.05% 306
2018
Q4 		$25M Buy
509,617
+38,560
+8% +$2.03M 0.07% 246
2018
Q3 		$28M Sell
471,057
-76,682
-14% -$4.55M 0.07% 239
2018
Q2 		$32.8M Buy
547,739
+62,658
+13% +$3.93M 0.09% 201
2018
Q1 		$30.5M Buy
485,081
+223,914
+86% +$14.3M 0.08% 205
2017
Q4 		$16.3M Buy
261,167
+97,093
+59% +$5.89M 0.05% 298
2017
Q3 		$9.71M Buy
164,074
+77,808
+90% +$4.48M 0.03% 387
2017
Q2 		$4.76M Buy
86,266
+42,237
+96% +$2.29M 0.02% 569
2017
Q1 		$2.3M Buy
44,029
+21
+0% +$1.06K 0.02% 758
2016
Q4 		$2.1M Buy
44,008
+1,372
+3% +$65.2K 0.02% 771
2016
Q3 		$2.08M Buy
42,636
+15,342
+56% +$732K 0.02% 751
2016
Q2 		$1.21M Sell
27,294
-28,967
-51% -$1.34M 0.01% 1045
2016
Q1 		$2.53M Sell
56,261
-42,369
-43% -$1.86M 0.01% 1059
2015
Q4 		$4.53M Buy
98,630
+57,596
+140% +$2.74M 0.01% 767
2015
Q3 		$1.93M Buy
41,034
+466
+1% +$22.4K 0.01% 851
2015
Q2 		$2.04M Buy
40,568
+410
+1% +$21.5K 0.01% 900
2015
Q1 		$2.04M Sell
40,158
-86
-0.2% -$4.23K 0.01% 903
2014
Q4 		$1.91M Sell
40,244
-51,361
-56% -$2.46M 0.01% 914
2014
Q3 		$4.48M Buy
91,605
+64,408
+237% +$3.35M 0.03% 502
2014
Q2 		$1.44M Buy
27,197
+5,714
+27% +$299K 0.01% 1087
2014
Q1 		$1.12M Buy
21,483
+911
+4% +$46.5K 0.01% 1192
2013
Q4 		$1.06M Buy
20,572
+5,910
+40% +$297K 0.01% 1211
2013
Q3 		$738K Buy
14,662
+2,102
+17% +$100K ﹤0.01% 1378
2013
Q2 		$557K Buy
+12,560
New +$581K ﹤0.01% 1496

Other funds holding FDT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LPL Financial's FDT Position: Q2 2026 in Review

LPL Financial increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 14% in Q2 2026, buying an estimated $12M and bringing the position to 989,346 shares worth $93.7M. The position accounts for 0.02% of the portfolio, ranked #703.

LPL Financial first reported a position in FDT in Q2 2013 and has held it in 53 quarters since. 201 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • LPL Financial held 989,346 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $93.7M as of Q2 2026.
  • LPL Financial bought 125,073 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $12M.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.02% of LPL Financial's portfolio in Q2 2026, its #703 holding.
  • LPL Financial first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q2 2013 and has held it in 53 quarters since.
  • 201 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.