Asset Allocation Strategies
FDT icon

Asset Allocation Strategies’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Asset Allocation Strategies’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 		$377K Buy
4,023
+527
+15% +$49.4K 0.06% 135
2026
Q2 		$331K Sell
3,496
-132
-4% -$12.6K 0.05% 145
2026
Q1 		$315K Sell
3,628
-370
-9% -$32.8K 0.06% 139
2025
Q4 		$318K Buy
3,998
+842
+27% +$65.1K 0.06% 133
2025
Q3 		$238K Buy
+3,156
New +$228K 0.05% 139

Other funds holding FDT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Sage Private Wealth Group
Sage Private Wealth Group Oakbrook Terrace, Illinois $298M AUM 18.03% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mainsail Financial Group
Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return

Asset Allocation Strategies's FDT Position: Q3 2026 in Review

Asset Allocation Strategies increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 15% in Q3 2026, buying an estimated $49.4K and bringing the position to 4,023 shares worth $377K. The position accounts for 0.06% of the portfolio, ranked #135.

Asset Allocation Strategies first reported a position in FDT in Q3 2025 and has held it in 5 quarters since. 131 funds tracked by Wall St. Rank hold FDT as of Q3 2026.

  • Asset Allocation Strategies held 4,023 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $377K as of Q3 2026.
  • Asset Allocation Strategies bought 527 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2026, an estimated $49.4K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.06% of Asset Allocation Strategies's portfolio in Q3 2026, its #135 holding.
  • Asset Allocation Strategies first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2025 and has held it in 5 quarters since.
  • 131 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2026.

Based on Asset Allocation Strategies's 13F filing for Q3 2026, filed 20 Oct 2026.