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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
Q2 		$434K Sell
4,581
-2,343
-34% -$224K 0.18% 94
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 $1.89T 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

Pinnacle Family Advisors's FDT Position: Q2 2026 in Review

Pinnacle Family Advisors reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 34% in Q2 2026, selling an estimated $224K and leaving 4,581 shares worth $434K. The position accounts for 0.18% of the portfolio, ranked #94.

Pinnacle Family Advisors first reported a position in FDT in Q4 2016 and has held it in 30 quarters since. The position peaked at $8.93M in Q3 2017. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • Pinnacle Family Advisors held 4,581 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $434K as of Q2 2026.
  • Pinnacle Family Advisors sold 2,343 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $224K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.18% of Pinnacle Family Advisors's portfolio in Q2 2026, its #94 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 30 quarters since.
  • Pinnacle Family Advisors's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $8.93M in Q3 2017.
  • 202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.