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

Action Point Financial Planning’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	$28.6K	Buy	+303	New	+$29K	﹤0.01%	1008

Other funds holding FDT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Action Point Financial Planning's FDT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2026: 303 shares worth $28.6K. The stake represents ﹤0.01% of the portfolio and ranks #1008 among its holdings.

201 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

Action Point Financial Planning held 303 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $28.6K as of Q2 2026.
First Trust Developed Markets ex-US AlphaDEX Fund was a new Action Point Financial Planning position in Q2 2026.
First Trust Developed Markets ex-US AlphaDEX Fund made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1008 holding.
201 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.