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

Global Retirement 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 		$243K Buy
+2,569
New +$246K ﹤0.01% 1464
2025
Q4 		$504K Sell
6,350
-358
-5% -$27.7K 0.01% 955
2025
Q3 		$506K Sell
6,708
-391
-6% -$28.2K 0.01% 766
2025
Q2 		$488K Buy
+7,099
New +$446K 0.01% 720
2024
Q4 		$398K Sell
7,363
-448
-6% -$25.1K 0.01% 710
2024
Q3 		$450K Buy
7,811
+785
+11% +$44K 0.01% 659
2024
Q2 		$387K Sell
7,026
-22
-0.3% -$1.23K 0.01% 682
2024
Q1 		$396K Sell
7,048
-189
-3% -$10.1K 0.01% 586
2023
Q4 		$374K Sell
7,237
-56
-0.8% -$2.8K 0.02% 558
2023
Q3 		$351K Buy
7,293
+6,769
+1,292% +$354K 0.02% 519
2023
Q2 		$26.9K Sell
524
-13
-2% -$664 ﹤0.01% 1547
2023
Q1 		$27K Sell
537
-18
-3% -$909 ﹤0.01% 1514
2022
Q4 		$26.5K Hold
555
– – ﹤0.01% 1362
2022
Q3 		$24K Buy
555
+58
+12% +$2.74K ﹤0.01% 1311
2022
Q2 		$24K Buy
497
+39
+9% +$2.09K ﹤0.01% 1278
2022
Q1 		$25K Buy
+458
New +$26.6K ﹤0.01% 1266
2019
Q3 		– Sell
-296
Closed -$16K – 1623
2019
Q2 		$16K Hold
296
– – ﹤0.01% 982
2019
Q1 		$16K Hold
296
– – ﹤0.01% 901
2018
Q4 		$15K Sell
296
-192
-39% -$10.1K ﹤0.01% 843
2018
Q3 		$29K Buy
488
+37
+8% +$2.19K 0.01% 703
2018
Q2 		$27K Sell
451
-114
-20% -$7.15K 0.01% 700
2018
Q1 		$35K Buy
565
+400
+242% +$25.5K 0.01% 614
2017
Q4 		$10K Buy
+165
New +$10K ﹤0.01% 899

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

Global Retirement Partners's FDT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2026: 2,569 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #1464 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FDT as recently as Q4 2025.

Global Retirement Partners first reported a position in FDT in Q4 2017 and has held it in 23 quarters since. The position peaked at $506K in Q3 2025. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • Global Retirement Partners held 2,569 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $243K as of Q2 2026.
  • First Trust Developed Markets ex-US AlphaDEX Fund was a new Global Retirement Partners position in Q2 2026.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1464 holding.
  • Global Retirement Partners first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2017 and has held it in 23 quarters since.
  • Global Retirement Partners's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $506K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.