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

Spire 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 		$32K Buy
338
+55
+19% +$5.26K ﹤0.01% 1296
2026
Q1 		$24.6K Buy
+283
New +$25.1K ﹤0.01% 1369
2025
Q3 		– Sell
-19
Closed -$1.31K – 2396
2025
Q2 		$1.31K Hold
19
– – ﹤0.01% 2239
2025
Q1 		$1.11K Sell
19
-33
-63% -$1.89K ﹤0.01% 2372
2024
Q4 		$2.81K Hold
52
– – ﹤0.01% 2180
2024
Q3 		$3K Hold
52
– – ﹤0.01% 1921
2024
Q2 		$2.86K Hold
52
– – ﹤0.01% 1942
2024
Q1 		$2.92K Sell
52
-51
-50% -$2.72K ﹤0.01% 2029
2023
Q4 		$5.3K Sell
103
-635
-86% -$31.8K ﹤0.01% 1942
2023
Q3 		$37.1K Sell
738
-38
-5% -$1.99K ﹤0.01% 1277
2023
Q2 		$39.8K Sell
776
-13
-2% -$664 ﹤0.01% 1293
2023
Q1 		$40K Buy
789
+115
+17% +$5.81K ﹤0.01% 1291
2022
Q4 		$32K Buy
+674
New +$31.1K ﹤0.01% 1169
2022
Q3 		– Sell
-2,580
Closed -$124K – 2312
2022
Q2 		$124K Buy
2,580
+2,506
+3,386% +$134K 0.01% 953
2022
Q1 		$4K Sell
74
-3,197
-98% -$186K ﹤0.01% 2280
2021
Q4 		$198K Buy
3,271
+836
+34% +$51.1K ﹤0.01% 1096
2021
Q3 		$148K Buy
2,435
+2,051
+534% +$129K ﹤0.01% 1040
2021
Q2 		$24K Sell
384
-6
-2% -$380 ﹤0.01% 1798
2021
Q1 		$24K Buy
+390
New +$23.1K ﹤0.01% 2076

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

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

Spire Wealth Management increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 19% in Q2 2026, buying an estimated $5.26K and bringing the position to 338 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Spire Wealth Management first reported a position in FDT in Q1 2021 and has held it in 19 quarters since. The position peaked at $198K in Q4 2021. 201 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • Spire Wealth Management held 338 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $32K as of Q2 2026.
  • Spire Wealth Management bought 55 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $5.26K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1296 holding.
  • Spire Wealth Management first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2021 and has held it in 19 quarters since.
  • Spire Wealth Management's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $198K in Q4 2021.
  • 201 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.