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

Pacific Excel 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 		– Sell
-12,656
Closed -$1.1M – 249
2026
Q1 		$1.1M Buy
12,656
+2,437
+24% +$216K 1.16% 25
2025
Q4 		$812K Buy
+10,219
New +$790K 1.53% 18

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

Pacific Excel Wealth Advisors's FDT Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2026, closing a stake of 12,656 shares — an estimated $1.1M sold.

Pacific Excel Wealth Advisors first reported a position in FDT in Q4 2025 and held it in 2 quarters. The position peaked at $1.1M in Q1 2026. 201 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 12,656 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $1.1M.
  • Pacific Excel Wealth Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $1.1M in Q1 2026.
  • 201 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.