Sage Private Wealth Group’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Sage Private Wealth 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	$22.6M	Buy	239,001 +23,026	+11%	+$2.2M	10.17%	2
2026 Q1	$18.8M	Buy	215,975 +36,932	+21%	+$3.27M	9.45%	2
2025 Q4	$14.2M	Buy	179,043 +9,729	+6%	+$752K	7.65%	6
2025 Q3	$12.8M	Buy	+169,314	New	+$12.2M	7.1%	7

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sage Private Wealth Group's FDT Position: Q2 2026 in Review

Sage Private Wealth Group increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 11% in Q2 2026, buying an estimated $2.2M and bringing the position to 239,001 shares worth $22.6M. The position accounts for 10.17% of the portfolio, ranked #2.

Sage Private Wealth Group first reported a position in FDT in Q3 2025 and has held it in 4 quarters since. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

Sage Private Wealth Group held 239,001 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $22.6M as of Q2 2026.
Sage Private Wealth Group bought 23,026 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $2.2M.
First Trust Developed Markets ex-US AlphaDEX Fund made up 10.17% of Sage Private Wealth Group's portfolio in Q2 2026, its #2 holding.
Sage Private Wealth Group first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.