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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
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

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

Triad Wealth Partners's FDT Position: Q2 2026 in Review

Triad Wealth Partners reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 58% in Q2 2026, selling an estimated $377K and leaving 2,857 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #476.

Triad Wealth Partners first reported a position in FDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $591K in Q1 2026. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • Triad Wealth Partners held 2,857 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $259K as of Q2 2026.
  • Triad Wealth Partners sold 3,942 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $377K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #476 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 3 quarters since.
  • Triad Wealth Partners's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $591K in Q1 2026.
  • 202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.