Gladstone Institutional Advisory’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Gladstone Institutional Advisory’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	$1.35M	Sell	14,301 -102	-0.7%	-$9.75K	0.04%	358
2026 Q1	$1.25M	Buy	+14,403	New	+$1.28M	0.05%	337
2019 Q2	–	Sell	-3,793	Closed	-$206K	–	275
2019 Q1	$206K	Sell	3,793 -1,622	-30%	-$86.4K	0.08%	202
2018 Q4	$265K	Buy	+5,415	New	+$285K	0.15%	138

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

Gladstone Institutional Advisory's FDT Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 0.71% in Q2 2026, selling an estimated $9.75K and leaving 14,301 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #358.

Gladstone Institutional Advisory first reported a position in FDT in Q4 2018 and has held it in 4 quarters since. 201 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

Gladstone Institutional Advisory held 14,301 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $1.35M as of Q2 2026.
Gladstone Institutional Advisory sold 102 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $9.75K.
First Trust Developed Markets ex-US AlphaDEX Fund made up 0.04% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #358 holding.
Gladstone Institutional Advisory first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2018 and has held it in 4 quarters since.
201 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.