Triad Wealth Partners
FDT icon

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

Triad Wealth Partners’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 		$254K Sell
2,713
-144
-5% -$13.5K 0.01% 470
2026
Q2 		$259K Sell
2,857
-3,942
-58% -$377K 0.02% 476
2026
Q1 		$591K Sell
6,799
-574
-8% -$50.9K 0.05% 246
2025
Q4 		$586K Buy
+7,373
New +$570K 0.06% 236

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AssetMark Inc
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Triad Wealth Partners's FDT Position: Q3 2026 in Review

Triad Wealth Partners reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 5% in Q3 2026, selling an estimated $13.5K and leaving 2,713 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #470.

Triad Wealth Partners first reported a position in FDT in Q4 2025 and has held it in 4 quarters since. The position peaked at $591K in Q1 2026. 123 funds tracked by Wall St. Rank hold FDT as of Q3 2026.

  • Triad Wealth Partners held 2,713 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $254K as of Q3 2026.
  • Triad Wealth Partners sold 144 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2026, an estimated $13.5K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.01% of Triad Wealth Partners's portfolio in Q3 2026, its #470 holding.
  • Triad Wealth Partners first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2025 and has held it in 4 quarters since.
  • Triad Wealth Partners's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $591K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.