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

Patriot Financial Group Insurance Agency’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	-3,540	Closed	-$308K	–	556
2026 Q1	$308K	Buy	+3,540	New	+$314K	0.02%	559
2024 Q4	–	Sell	-13,093	Closed	-$755K	–	496
2024 Q3	$755K	Buy	13,093 +28	+0.2%	+$1.57K	0.1%	218
2024 Q2	$719K	Buy	13,065 +491	+4%	+$27.4K	0.11%	207
2024 Q1	$706K	Buy	12,574 +2,723	+28%	+$145K	0.11%	204
2023 Q4	$517K	Buy	+9,851	New	+$493K	0.1%	244
2018 Q2	–	Sell	-100	Closed	-$6K	–	690
2018 Q1	$6K	Hold	100	–	–	﹤0.01%	686
2017 Q4	$6K	Hold	100	–	–	﹤0.01%	685
2017 Q3	$6K	Sell	100 -100	-50%	-$5.76K	0.01%	660
2017 Q2	$11K	Buy	+200	New	+$10.8K	0.01%	508

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

Patriot Financial Group Insurance Agency's FDT Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2026, closing a stake of 3,540 shares — an estimated $308K sold.

Patriot Financial Group Insurance Agency first reported a position in FDT in Q2 2017 and held it in 9 quarters. The position peaked at $755K in Q3 2024. 201 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 3,540 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $308K.
Patriot Financial Group Insurance Agency first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q2 2017 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $755K in Q3 2024.
201 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.