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

Petix & Botte Financial’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 		$354K Buy
3,742
+1,871
+100% +$179K 0.07% 106
2026
Q1 		$325K Sell
1,871
-2,101
-53% -$186K 0.07% 107
2025
Q4 		$316K Hold
3,972
– – 0.07% 107
2025
Q3 		$299K Hold
3,972
– – 0.07% 108
2025
Q2 		$273K Hold
3,972
– – 0.07% 113
2025
Q1 		$231K Hold
3,972
– – 0.06% 118
2024
Q4 		$215K Hold
3,972
– – 0.06% 122
2024
Q3 		$229K Hold
3,972
– – 0.06% 115
2024
Q2 		$219K Buy
+3,972
New +$221K 0.06% 115
2024
Q1 		– Sell
-3,972
Closed -$209K – 143
2023
Q4 		$209K Sell
3,972
-900
-18% -$45.1K 0.06% 118
2023
Q3 		$245K Hold
4,872
– – 0.08% 104
2023
Q2 		$250K Buy
+4,872
New +$249K 0.08% 106
2022
Q2 		– Sell
-5,996
Closed -$347K – 82
2022
Q1 		$347K Buy
+5,996
New +$348K 0.11% 81
2021
Q4 		– Sell
-5,996
Closed -$366K – 88
2021
Q3 		$366K Buy
5,996
+2,258
+60% +$142K 0.12% 75
2021
Q2 		$234K Hold
3,738
– – 0.16% 72
2021
Q1 		$225K Sell
3,738
-981
-21% -$58.1K 0.17% 72
2020
Q4 		$267K Sell
4,719
-171
-3% -$9.1K 0.2% 66
2020
Q3 		$244K Sell
4,890
-4,890
-50% -$245K 0.19% 68
2020
Q2 		$230K Buy
9,780
+4,340
+80% +$193K 0.19% 67
2020
Q1 		$217K Sell
5,440
-380
-7% -$18.9K 0.21% 62
2019
Q4 		$324K Buy
+5,820
New +$315K 0.26% 64

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 22.9% 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

Petix & Botte Financial's FDT Position: Q2 2026 in Review

Petix & Botte Financial increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 100% in Q2 2026, buying an estimated $179K and bringing the position to 3,742 shares worth $354K. The position accounts for 0.07% of the portfolio, ranked #106.

Petix & Botte Financial first reported a position in FDT in Q4 2019 and has held it in 21 quarters since. The position peaked at $366K in Q3 2021. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • Petix & Botte Financial held 3,742 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $354K as of Q2 2026.
  • Petix & Botte Financial bought 1,871 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $179K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.07% of Petix & Botte Financial's portfolio in Q2 2026, its #106 holding.
  • Petix & Botte Financial first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2019 and has held it in 21 quarters since.
  • Petix & Botte Financial's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $366K in Q3 2021.
  • 202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.