PMG
FDT icon

ProVise Management Group’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

ProVise Management Group’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 		$229K Buy
+2,418
New +$231K 0.02% 258

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

ProVise Management Group's FDT Position: Q2 2026 in Review

ProVise Management Group opened a new position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2026: 2,418 shares worth $229K. The stake represents 0.02% of the portfolio and ranks #258 among its holdings.

201 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • ProVise Management Group held 2,418 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $229K as of Q2 2026.
  • First Trust Developed Markets ex-US AlphaDEX Fund was a new ProVise Management Group position in Q2 2026.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.02% of ProVise Management Group's portfolio in Q2 2026, its #258 holding.
  • 201 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.