SPIA
FDT icon

Steward Partners Investment Advisory’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Steward Partners Investment Advisory’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 		$788K Buy
8,320
+4,100
+97% +$392K ﹤0.01% 1439
2026
Q1 		$367K Buy
4,220
+4,082
+2,958% +$362K ﹤0.01% 1682
2025
Q4 		$11K Hold
138
– – ﹤0.01% 3412
2025
Q3 		$10.4K Hold
138
– – ﹤0.01% 3385
2025
Q2 		$9.49K Hold
138
– – ﹤0.01% 3239
2025
Q1 		$8.04K Sell
138
-251
-65% -$14.4K ﹤0.01% 3185
2024
Q4 		$21K Hold
389
– – ﹤0.01% 2765
2024
Q3 		$22.4K Hold
389
– – ﹤0.01% 2615
2024
Q2 		$21.4K Hold
389
– – ﹤0.01% 2510
2024
Q1 		$21.8K Sell
389
-39
-9% -$2.08K ﹤0.01% 2490
2023
Q4 		$22.5K Sell
428
-114
-21% -$5.71K ﹤0.01% 2347
2023
Q3 		$27.2K Hold
542
– – ﹤0.01% 2167
2023
Q2 		$27.8K Hold
542
– – ﹤0.01% 2129
2023
Q1 		$27.5K Sell
542
-548
-50% -$27.7K ﹤0.01% 2114
2022
Q4 		$52K Hold
1,090
– – ﹤0.01% 1816
2022
Q3 		$46K Sell
1,090
-1,600
-59% -$75.6K ﹤0.01% 1826
2022
Q2 		$129K Hold
2,690
– – ﹤0.01% 1387
2022
Q1 		$156K Sell
2,690
-103
-4% -$5.98K ﹤0.01% 1388
2021
Q4 		$169K Buy
2,793
+1,600
+134% +$97.9K ﹤0.01% 1382
2021
Q3 		$73K Buy
1,193
+112
+10% +$7.05K ﹤0.01% 1691
2021
Q2 		$68K Sell
1,081
-74
-6% -$4.69K ﹤0.01% 2768
2021
Q1 		$69.4K Sell
1,155
-116
-9% -$6.87K ﹤0.01% 1818
2020
Q4 		$72K Sell
1,271
-361
-22% -$19.2K ﹤0.01% 1498
2020
Q3 		$82K Sell
1,632
-5,604
-77% -$281K ﹤0.01% 1293
2020
Q2 		$340K Sell
7,236
-220
-3% -$9.77K 0.01% 728
2020
Q1 		$296K Sell
7,456
-293
-4% -$14.6K 0.01% 676
2019
Q4 		$431K Buy
7,749
+1,200
+18% +$64.9K 0.01% 666
2019
Q3 		$342K Sell
6,549
-267
-4% -$14K 0.01% 689
2019
Q2 		$367K Sell
6,816
-1,393
-17% -$74.7K 0.01% 635
2019
Q1 		$446K Sell
8,209
-3,276
-29% -$174K 0.02% 545
2018
Q4 		$563K Sell
11,485
-97,036
-89% -$5.1M 0.03% 460
2018
Q3 		$6.44M Buy
108,521
+2,263
+2% +$134K 0.31% 79
2018
Q2 		$6.37M Buy
106,258
+21,268
+25% +$1.33M 0.38% 59
2018
Q1 		$5.34M Buy
84,990
+8,675
+11% +$554K 0.37% 63
2017
Q4 		$4.76M Buy
+76,315
New +$4.63M 0.36% 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 22.96% 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

Steward Partners Investment Advisory's FDT Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 97% in Q2 2026, buying an estimated $392K and bringing the position to 8,320 shares worth $788K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Steward Partners Investment Advisory first reported a position in FDT in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.44M in Q3 2018. 201 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • Steward Partners Investment Advisory held 8,320 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $788K as of Q2 2026.
  • Steward Partners Investment Advisory bought 4,100 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $392K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1439 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2017 and has held it in 35 quarters since.
  • Steward Partners Investment Advisory's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $6.44M in Q3 2018.
  • 201 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.