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Allie Family Office’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Allie Family Office’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 		$3.03M Hold
32,052
– – 1.13% 23
2026
Q1 		$2.79M Buy
32,052
+2,040
+7% +$181K 1.21% 21
2025
Q4 		$2.38M Hold
30,012
– – 1.11% 18
2025
Q3 		$2.26M Buy
+30,012
New +$2.17M 1.07% 19

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

Allie Family Office's FDT Position: Q2 2026 in Review

Allie Family Office held its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) position steady in Q2 2026 at 32,052 shares worth $3.03M. The position accounts for 1.13% of the portfolio, ranked #23.

Allie Family Office first reported a position in FDT in Q3 2025 and has held it in 4 quarters since. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • Allie Family Office held 32,052 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $3.03M as of Q2 2026.
  • Allie Family Office left its First Trust Developed Markets ex-US AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 1.13% of Allie Family Office's portfolio in Q2 2026, its #23 holding.
  • Allie Family Office first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
  • 202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.