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TPG Financial Advisors’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

TPG Financial 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 		$3.96M Sell
41,866
-13,729
-25% -$1.31M 1.18% 26
2026
Q1 		$4.83M Sell
55,595
-2,206
-4% -$196K 1.57% 24
2025
Q4 		$4.59M Sell
57,801
-708
-1% -$54.8K 1.53% 24
2025
Q3 		$4.41M Sell
58,509
-150
-0.3% -$10.8K 1.64% 23
2025
Q2 		$4.03M Buy
58,659
+382
+0.7% +$24K 1.61% 24
2025
Q1 		$3.39M Buy
58,277
+1,256
+2% +$71.9K 1.5% 24
2024
Q4 		$3.08M Buy
57,021
+2,161
+4% +$121K 1.34% 22
2024
Q3 		$3.16M Buy
54,860
+4,606
+9% +$258K 1.42% 21
2024
Q2 		$2.77M Buy
+50,254
New +$2.8M 1.31% 22
2023
Q4 		$2.09M Sell
39,813
-842
-2% -$42.2K 1.07% 26
2023
Q3 		$2.04M Buy
40,655
+2,551
+7% +$133K 1.06% 25
2023
Q2 		$1.96M Buy
38,104
+5,793
+18% +$296K 1.03% 25
2023
Q1 		$1.64M Buy
32,311
+109
+0.3% +$5.51K 0.89% 25
2022
Q4 		$1.54M Sell
32,202
-117
-0.4% -$5.4K 0.93% 25
2022
Q3 		$1.35M Buy
+32,319
New +$1.53M 0.83% 25

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

TPG Financial Advisors's FDT Position: Q2 2026 in Review

TPG Financial Advisors reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 25% in Q2 2026, selling an estimated $1.31M and leaving 41,866 shares worth $3.96M. The position accounts for 1.18% of the portfolio, ranked #26.

TPG Financial Advisors first reported a position in FDT in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.83M in Q1 2026. 201 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • TPG Financial Advisors held 41,866 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $3.96M as of Q2 2026.
  • TPG Financial Advisors sold 13,729 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $1.31M.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 1.18% of TPG Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • TPG Financial Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q3 2022 and has held it in 15 quarters since.
  • TPG Financial Advisors's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $4.83M in Q1 2026.
  • 201 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.