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

Pinnacle Family 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
Q1 		$602K Sell
6,924
-338
-5% -$30K 0.28% 61
2025
Q4 		$577K Sell
7,262
-415
-5% -$32.1K 0.25% 71
2025
Q3 		$579K Sell
7,677
-366
-5% -$26.4K 0.25% 64
2025
Q2 		$553K Sell
8,043
-215
-3% -$13.5K 0.27% 66
2025
Q1 		$481K Sell
8,258
-2
-0% -$114 0.26% 72
2024
Q4 		$447K Buy
8,260
+379
+5% +$21.2K 0.22% 76
2024
Q3 		$455K Buy
7,881
+66
+0.8% +$3.7K 0.24% 75
2024
Q2 		$430K Sell
7,815
-406
-5% -$22.6K 0.24% 68
2024
Q1 		$461K Sell
8,221
-45
-0.5% -$2.4K 0.25% 60
2023
Q4 		$434K Buy
8,266
+44
+0.5% +$2.2K 0.26% 59
2023
Q3 		$413K Sell
8,222
-3,199
-28% -$167K 0.24% 57
2023
Q2 		$586K Sell
11,421
-443
-4% -$22.6K 0.32% 54
2023
Q1 		$601K Sell
11,864
-290
-2% -$14.6K 0.37% 53
2022
Q4 		$580K Sell
12,154
-498
-4% -$23K 0.41% 45
2022
Q3 		$530K Buy
12,652
+691
+6% +$32.6K 0.46% 39
2022
Q2 		$573K Buy
11,961
+3,400
+40% +$182K 0.47% 45
2022
Q1 		$495K Buy
8,561
+3,669
+75% +$213K 0.26% 68
2021
Q4 		$297K Buy
4,892
+468
+11% +$28.6K 0.13% 85
2021
Q3 		$270K Sell
4,424
-1,408
-24% -$88.6K 0.12% 112
2021
Q2 		$365K Sell
5,832
-619
-10% -$39.2K 0.16% 87
2021
Q1 		$388K Sell
6,451
-416
-6% -$24.6K 0.2% 75
2020
Q4 		$388K Buy
+6,867
New +$365K 0.24% 75
2018
Q3 		– Sell
-7,170
Closed -$429K – 66
2018
Q2 		$429K Sell
7,170
-760
-10% -$47.7K 0.23% 53
2018
Q1 		$498K Sell
7,930
-95,680
-92% -$6.11M 0.28% 47
2017
Q4 		$6.46M Sell
103,610
-47,490
-31% -$2.88M 2.98% 9
2017
Q3 		$8.93M Buy
151,100
+24,365
+19% +$1.4M 4.2% 7
2017
Q2 		$7M Buy
126,735
+94,235
+290% +$5.11M 3.91% 6
2017
Q1 		$1.7M Buy
32,500
+17,405
+115% +$878K 1.05% 15
2016
Q4 		$713K Buy
+15,095
New +$717K 0.44% 46

Other funds holding FDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Pinnacle Family Advisors's FDT Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 4.7% in Q1 2026, selling an estimated $30K and leaving 6,924 shares worth $602K. The position accounts for 0.28% of the portfolio, ranked #61.

Pinnacle Family Advisors first reported a position in FDT in Q4 2016 and has held it in 29 quarters since. The position peaked at $8.93M in Q3 2017. 181 funds tracked by Wall St. Rank hold FDT as of Q1 2026.

  • Pinnacle Family Advisors held 6,924 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $602K as of Q1 2026.
  • Pinnacle Family Advisors sold 338 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q1 2026, an estimated $30K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.28% of Pinnacle Family Advisors's portfolio in Q1 2026, its #61 holding.
  • Pinnacle Family Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2016 and has held it in 29 quarters since.
  • Pinnacle Family Advisors's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $8.93M in Q3 2017.
  • 181 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.