Independent Financial Group’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Independent Financial Group’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	$14.2M	Buy	150,233 +25,007	+20%	+$2.39M	0.27%	66
2026 Q1	$10.9M	Buy	125,226 +13,716	+12%	+$1.22M	0.24%	73
2025 Q4	$8.86M	Buy	111,510 +14,940	+15%	+$1.16M	0.2%	99
2025 Q3	$7.28M	Buy	+96,570	New	+$6.98M	0.17%	112

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

Independent Financial Group's FDT Position: Q2 2026 in Review

Independent Financial Group increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 20% in Q2 2026, buying an estimated $2.39M and bringing the position to 150,233 shares worth $14.2M. The position accounts for 0.27% of the portfolio, ranked #66.

Independent Financial Group first reported a position in FDT in Q3 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

Independent Financial Group held 150,233 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $14.2M as of Q2 2026.
Independent Financial Group bought 25,007 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $2.39M.
First Trust Developed Markets ex-US AlphaDEX Fund made up 0.27% of Independent Financial Group's portfolio in Q2 2026, its #66 holding.
Independent Financial Group first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
193 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.