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LVZ Inc’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

LVZ Inc’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 		$3.94M Sell
41,666
-1,334
-3% -$128K 0.4% 24
2026
Q1 		$3.74M Buy
43,000
+17,170
+66% +$1.52M 0.43% 23
2025
Q4 		$2.05M Sell
25,830
-1,782
-6% -$138K 0.23% 29
2025
Q3 		$2.08M Sell
27,612
-5,638
-17% -$407K 0.24% 32
2025
Q2 		$2.29M Sell
33,250
-320
-1% -$20.1K 0.27% 29
2025
Q1 		$1.96M Buy
33,570
+2,716
+9% +$155K 0.26% 29
2024
Q4 		$1.67M Buy
30,854
+854
+3% +$47.8K 0.21% 35
2024
Q3 		$1.73M Buy
30,000
+742
+3% +$41.5K 0.22% 36
2024
Q2 		$1.61M Sell
29,258
-689
-2% -$38.4K 0.22% 36
2024
Q1 		$1.68M Buy
29,947
+1,024
+4% +$54.5K 0.23% 36
2023
Q4 		$1.52M Sell
28,923
-212
-0.7% -$10.6K 0.21% 39
2023
Q3 		$1.46M Buy
29,135
+324
+1% +$16.9K 0.24% 30
2023
Q2 		$1.48M Buy
28,811
+2,107
+8% +$108K 0.21% 44
2023
Q1 		$1.35M Buy
26,704
+9,638
+56% +$487K 0.2% 42
2022
Q4 		$815K Buy
17,066
+1,343
+9% +$62K 0.13% 51
2022
Q3 		$658K Sell
15,723
-5,635
-26% -$266K 0.11% 47
2022
Q2 		$1.02M Buy
21,358
+871
+4% +$46.7K 0.17% 34
2022
Q1 		$1.19M Buy
20,487
+1,182
+6% +$68.6K 0.16% 39
2021
Q4 		$1.17M Buy
19,305
+2,044
+12% +$125K 0.16% 38
2021
Q3 		$1.05M Sell
17,261
-242
-1% -$15.2K 0.15% 40
2021
Q2 		$1.1M Buy
17,503
+12,588
+256% +$798K 0.16% 42
2021
Q1 		$295K Buy
4,915
+104
+2% +$6.16K 0.05% 75
2020
Q4 		$272K Buy
+4,811
New +$256K 0.05% 78
2020
Q2 		– Sell
-14,782
Closed -$589K – 78
2020
Q1 		$589K Buy
14,782
+3,300
+29% +$164K 0.14% 38
2019
Q4 		$639K Buy
11,482
+671
+6% +$36.3K 0.13% 51
2019
Q3 		$566K Buy
+10,811
New +$566K 0.12% 49
2019
Q1 		– Sell
-9,565
Closed -$469K – 77
2018
Q4 		$469K Sell
9,565
-4,253
-31% -$224K 0.13% 43
2018
Q3 		$766K Sell
13,818
-5,787
-30% -$343K 0.19% 36
2018
Q2 		$1.18M Buy
19,605
+60
+0.3% +$3.76K 0.3% 26
2018
Q1 		$1.23M Sell
19,545
-432
-2% -$27.6K 0.33% 23
2017
Q4 		$1.25M Buy
19,977
+1,361
+7% +$82.6K 0.37% 21
2017
Q3 		$1.1M Buy
+18,616
New +$1.07M 0.35% 22
2017
Q1 		– Sell
-6,506
Closed -$307K – 36
2016
Q4 		$307K Hold
6,506
– – 2.94% 15
2016
Q3 		$320K Buy
6,506
+1,021
+19% +$48.7K 3.12% 10
2016
Q2 		$247K Buy
5,485
+144
+3% +$6.64K 2.69% 16
2016
Q1 		$248K Buy
5,341
+171
+3% +$7.49K 0.12% 45
2015
Q4 		$241K Buy
5,170
+84
+2% +$3.99K 3.3% 17
2015
Q3 		$228K Buy
+5,086
New +$245K 0.15% 38

Other funds holding FDT

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LVZ Inc's FDT Position: Q2 2026 in Review

LVZ Inc reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 3.1% in Q2 2026, selling an estimated $128K and leaving 41,666 shares worth $3.94M. The position accounts for 0.4% of the portfolio, ranked #24.

LVZ Inc first reported a position in FDT in Q3 2015 and has held it in 38 quarters since. 70 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • LVZ Inc held 41,666 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $3.94M as of Q2 2026.
  • LVZ Inc sold 1,334 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $128K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.4% of LVZ Inc's portfolio in Q2 2026, its #24 holding.
  • LVZ Inc first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2015 and has held it in 38 quarters since.
  • 70 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.