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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
Q1 		$2.79M Buy
32,052
+2,040
+7% +$181K 1.22% 20
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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Allie Family Office's FDT Position: Q1 2026 in Review

Allie Family Office increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 6.8% in Q1 2026, buying an estimated $181K and bringing the position to 32,052 shares worth $2.79M. The position accounts for 1.22% of the portfolio, ranked #20.

Allie Family Office first reported a position in FDT in Q3 2025 and has held it in 3 quarters since. 181 funds tracked by Wall St. Rank hold FDT as of Q1 2026.

  • Allie Family Office held 32,052 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $2.79M as of Q1 2026.
  • Allie Family Office bought 2,040 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q1 2026, an estimated $181K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 1.22% of Allie Family Office's portfolio in Q1 2026, its #20 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 3 quarters since.
  • 181 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.