Maia Wealth
FDT icon

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

Maia Wealth’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 		$212K Sell
2,260
-1
-0% -$94 0.03% 339
2026
Q2 		$214K Buy
+2,261
New +$216K 0.03% 339
2026
Q1 		– Sell
-2,261
Closed -$210K – 356
2025
Q4 		$210K Buy
+2,261
New +$175K 0.04% 326

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

Maia Wealth's FDT Position: Q3 2026 in Review

Maia Wealth reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 0.04% in Q3 2026, selling an estimated $94 and leaving 2,260 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #339.

Maia Wealth first reported a position in FDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $214K in Q2 2026. 130 funds tracked by Wall St. Rank hold FDT as of Q3 2026.

  • Maia Wealth held 2,260 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $212K as of Q3 2026.
  • Maia Wealth sold 1 First Trust Developed Markets ex-US AlphaDEX Fund share in Q3 2026, an estimated $94.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.03% of Maia Wealth's portfolio in Q3 2026, its #339 holding.
  • Maia Wealth first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • Maia Wealth's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $214K in Q2 2026.
  • 130 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.