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

&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 		$26.7M Buy
290,817
+279,347
+2,435% +$26.7M 0.11% 174
2026
Q1 		$997K Buy
11,470
+6,875
+150% +$610K ﹤0.01% 1302
2025
Q4 		$365K Buy
+4,595
New +$355K ﹤0.01% 1798

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

&Partners's FDT Position: Q2 2026 in Review

&Partners increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 2,435% in Q2 2026, buying an estimated $26.7M and bringing the position to 290,817 shares worth $26.7M. The position accounts for 0.11% of the portfolio, ranked #174.

&Partners first reported a position in FDT in Q4 2025 and has held it in 3 quarters since. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • &Partners held 290,817 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $26.7M as of Q2 2026.
  • &Partners bought 279,347 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $26.7M.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.11% of &Partners's portfolio in Q2 2026, its #174 holding.
  • &Partners first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • 202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.