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

Balboa Wealth Partners’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 		$2M Buy
21,107
+2,664
+14% +$255K 0.27% 65
2026
Q1 		$1.6M Buy
+18,443
New +$1.64M 0.27% 64

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

Balboa Wealth Partners's FDT Position: Q2 2026 in Review

Balboa Wealth Partners increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 14% in Q2 2026, buying an estimated $255K and bringing the position to 21,107 shares worth $2M. The position accounts for 0.27% of the portfolio, ranked #65.

Balboa Wealth Partners first reported a position in FDT in Q1 2026 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • Balboa Wealth Partners held 21,107 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $2M as of Q2 2026.
  • Balboa Wealth Partners bought 2,664 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $255K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.27% of Balboa Wealth Partners's portfolio in Q2 2026, its #65 holding.
  • Balboa Wealth Partners first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.