MWA
FDT icon

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

Medallion Wealth Advisors’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 		$13.4K Sell
142
-127
-47% -$12.1K ﹤0.01% 692
2026
Q1 		$23.4K Sell
269
-118
-30% -$10.5K 0.01% 627
2025
Q4 		$30.7K Hold
387
– – 0.01% 564
2025
Q3 		$29.2K Hold
387
– – 0.01% 567
2025
Q2 		$26.5K Sell
387
-168
-30% -$10.6K 0.01% 568
2025
Q1 		$32.4K Buy
555
+7
+1% +$401 0.01% 503
2024
Q4 		$29.6K Buy
+548
New +$30.7K 0.01% 501

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

Medallion Wealth Advisors's FDT Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 47% in Q2 2026, selling an estimated $12.1K and leaving 142 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Medallion Wealth Advisors first reported a position in FDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.4K in Q1 2025. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • Medallion Wealth Advisors held 142 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $13.4K as of Q2 2026.
  • Medallion Wealth Advisors sold 127 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $12.1K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #692 holding.
  • Medallion Wealth Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $32.4K in Q1 2025.
  • 202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.