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

Midwest Financial Network’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 Q3	$708K	Sell	7,555 -9,205	-55%	-$863K	0.48%	63
2026 Q2	$1.59M	Sell	16,760 -2,276	-12%	-$218K	1.08%	29
2026 Q1	$1.65M	Sell	19,036 -9,742	-34%	-$864K	1.31%	29
2025 Q4	$2.29M	Sell	28,778 -635	-2%	-$49.1K	1.76%	23
2025 Q3	$2.22M	Buy	+29,413	New	+$2.12M	1.8%	23

Other funds holding FDT

Sage Private Wealth Group Oakbrook Terrace, Illinois $298M AUM 18.03% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

ARWA LLC Fort Worth, Texas $272M AUM 11.43% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $284M AUM 15.44% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Midwest Financial Network's FDT Position: Q3 2026 in Review

Midwest Financial Network reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 55% in Q3 2026, selling an estimated $863K and leaving 7,555 shares worth $708K. The position accounts for 0.48% of the portfolio, ranked #63.

Midwest Financial Network first reported a position in FDT in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.29M in Q4 2025. 50 funds tracked by Wall St. Rank hold FDT as of Q3 2026.

Midwest Financial Network held 7,555 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $708K as of Q3 2026.
Midwest Financial Network sold 9,205 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2026, an estimated $863K.
First Trust Developed Markets ex-US AlphaDEX Fund made up 0.48% of Midwest Financial Network's portfolio in Q3 2026, its #63 holding.
Midwest Financial Network first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2025 and has held it in 5 quarters since.
Midwest Financial Network's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $2.29M in Q4 2025.
50 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.