Towerpoint Wealth
FDT icon

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

Towerpoint Wealth’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
Q3 		$2.79M Sell
29,783
-1,431
-5% -$134K 0.98% 23
2026
Q2 		$2.96M Sell
31,214
-351
-1% -$33.6K 1.02% 23
2026
Q1 		$2.74M Sell
31,565
-6
-0% -$532 1.11% 21
2025
Q4 		$2.51M Buy
31,571
+290
+0.9% +$22.4K 0.99% 22
2025
Q3 		$2.36M Buy
31,281
+2,230
+8% +$161K 0.96% 22
2025
Q2 		$2M Buy
29,051
+995
+4% +$62.6K 0.89% 23
2025
Q1 		$1.63M Buy
28,056
+327
+1% +$18.7K 0.81% 24
2024
Q4 		$1.5M Buy
27,729
+1,449
+6% +$81.1K 0.73% 27
2024
Q3 		$1.52M Sell
26,280
-401
-2% -$22.5K 0.72% 27
2024
Q2 		$1.47M Sell
26,681
-284
-1% -$15.8K 0.73% 26
2024
Q1 		$1.51M Buy
26,965
+693
+3% +$36.9K 0.76% 26
2023
Q4 		$1.38M Sell
26,272
-369
-1% -$18.5K 0.75% 25
2023
Q3 		$1.34M Sell
26,641
-650
-2% -$34K 0.79% 26
2023
Q2 		$1.4M Sell
27,291
-521
-2% -$26.6K 0.79% 26
2023
Q1 		$1.41M Sell
27,812
-820
-3% -$41.4K 0.81% 24
2022
Q4 		$1.37M Buy
28,632
+1,049
+4% +$48.5K 0.79% 26
2022
Q3 		$1.16M Buy
27,583
+3,813
+16% +$180K 0.7% 29
2022
Q2 		$1.14M Buy
23,770
+2,132
+10% +$114K 0.68% 30
2022
Q1 		$1.25M Buy
21,638
+2,017
+10% +$117K 0.62% 31
2021
Q4 		$1.19M Buy
19,621
+796
+4% +$48.7K 0.56% 32
2021
Q3 		$1.15M Buy
18,825
+2,200
+13% +$138K 0.57% 29
2021
Q2 		$1.04M Buy
16,625
+855
+5% +$54.2K 0.52% 33
2021
Q1 		$948K Buy
15,770
+728
+5% +$43.1K 0.45% 32
2020
Q4 		$850K Buy
15,042
+540
+4% +$28.7K 0.43% 31
2020
Q3 		$729K Buy
14,502
+2,139
+17% +$107K 0.41% 31
2020
Q2 		$580K Buy
12,363
+2,041
+20% +$90.7K 0.36% 34
2020
Q1 		$411K Buy
10,322
+69
+0.7% +$3.44K 0.33% 34
2019
Q4 		$570K Sell
10,253
-712
-6% -$38.5K 0.38% 31
2019
Q3 		$574K Buy
10,965
+5,606
+105% +$293K 0.39% 28
2019
Q2 		$282K Buy
5,359
+386
+8% +$20.7K 0.2% 42
2019
Q1 		$270K Buy
4,973
+600
+14% +$31.9K 0.19% 45
2018
Q4 		$214K Buy
+4,373
New +$230K 0.17% 41

Other funds holding FDT

Sage Private Wealth Group
Sage Private Wealth Group Oakbrook Terrace, Illinois $298M AUM 18.03% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mainsail Financial Group
Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Crusonia Wealth Advisors
Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Towerpoint Wealth's FDT Position: Q3 2026 in Review

Towerpoint Wealth reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 4.6% in Q3 2026, selling an estimated $134K and leaving 29,783 shares worth $2.79M. The position accounts for 0.98% of the portfolio, ranked #23.

Towerpoint Wealth first reported a position in FDT in Q4 2018 and has held it in 32 quarters since. The position peaked at $2.96M in Q2 2026. 72 funds tracked by Wall St. Rank hold FDT as of Q3 2026.

  • Towerpoint Wealth held 29,783 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $2.79M as of Q3 2026.
  • Towerpoint Wealth sold 1,431 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2026, an estimated $134K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.98% of Towerpoint Wealth's portfolio in Q3 2026, its #23 holding.
  • Towerpoint Wealth first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2018 and has held it in 32 quarters since.
  • Towerpoint Wealth's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $2.96M in Q2 2026.
  • 72 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.