UBS Group
FDT icon

UBS Group’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

UBS Group’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 		$46.2M Sell
487,833
-153,945
-24% -$14.7M 0.01% 1820
2026
Q1 		$55.8M Buy
641,778
+357,010
+125% +$31.7M 0.01% 1538
2025
Q4 		$22.6M Buy
284,768
+59,574
+26% +$4.61M ﹤0.01% 2472
2025
Q3 		$17M Buy
225,194
+6,727
+3% +$486K ﹤0.01% 2744
2025
Q2 		$15M Sell
218,467
-1,109
-0.5% -$69.7K ﹤0.01% 2680
2025
Q1 		$12.8M Buy
219,576
+12,143
+6% +$695K ﹤0.01% 2800
2024
Q4 		$11.2M Buy
207,433
+3,342
+2% +$187K ﹤0.01% 2917
2024
Q3 		$11.8M Buy
204,091
+10,125
+5% +$567K ﹤0.01% 2221
2024
Q2 		$10.7M Buy
193,966
+7,587
+4% +$423K ﹤0.01% 2162
2024
Q1 		$10.5M Buy
186,379
+41,179
+28% +$2.19M ﹤0.01% 2232
2023
Q4 		$7.62M Sell
145,200
-16,111
-10% -$807K ﹤0.01% 2339
2023
Q3 		$8.1M Sell
161,311
-39,825
-20% -$2.08M ﹤0.01% 2149
2023
Q2 		$10.3M Sell
201,136
-16,888
-8% -$862K ﹤0.01% 1940
2023
Q1 		$11.1M Buy
218,024
+10,003
+5% +$505K ﹤0.01% 1817
2022
Q4 		$9.93M Sell
208,021
-120,742
-37% -$5.58M ﹤0.01% 1938
2022
Q3 		$13.8M Buy
328,763
+13,860
+4% +$655K 0.01% 1533
2022
Q2 		$15.1M Buy
314,903
+27,374
+10% +$1.47M 0.01% 1521
2022
Q1 		$16.6M Buy
287,529
+1,110
+0.4% +$64.4K 0.01% 1577
2021
Q4 		$17.4M Buy
286,419
+32,713
+13% +$2M 0.01% 1680
2021
Q3 		$15.5M Buy
253,706
+41
+0% +$2.58K ﹤0.01% 1702
2021
Q2 		$15.9M Sell
253,665
-4,423
-2% -$280K 0.01% 1675
2021
Q1 		$15.5M Buy
258,088
+3,024
+1% +$179K 0.01% 1614
2020
Q4 		$14.4M Sell
255,064
-26,416
-9% -$1.41M ﹤0.01% 1572
2020
Q3 		$14.2M Sell
281,480
-25,314
-8% -$1.27M 0.01% 1410
2020
Q2 		$14.4M Sell
306,794
-71,723
-19% -$3.19M 0.01% 1272
2020
Q1 		$15.1M Sell
378,517
-490,324
-56% -$24.4M 0.01% 1143
2019
Q4 		$48.3M Sell
868,841
-67,440
-7% -$3.65M 0.02% 799
2019
Q3 		$49M Sell
936,281
-242,452
-21% -$12.7M 0.02% 700
2019
Q2 		$63.6M Sell
1,178,733
-103,863
-8% -$5.57M 0.02% 561
2019
Q1 		$69.7M Sell
1,282,596
-91,451
-7% -$4.87M 0.03% 483
2018
Q4 		$67.4M Buy
1,374,047
+495,571
+56% +$26.1M 0.03% 476
2018
Q3 		$52.2M Buy
878,476
+12,338
+1% +$732K 0.02% 654
2018
Q2 		$51.9M Buy
866,138
+249,514
+40% +$15.7M 0.02% 634
2018
Q1 		$38.7M Buy
616,624
+204,098
+49% +$13M 0.02% 762
2017
Q4 		$25.7M Buy
412,526
+82,676
+25% +$5.02M 0.01% 1029
2017
Q3 		$19.5M Buy
329,850
+52,331
+19% +$3.01M 0.01% 1114
2017
Q2 		$15.3M Buy
277,519
+46,939
+20% +$2.55M 0.01% 1216
2017
Q1 		$12M Buy
230,580
+81,744
+55% +$4.12M 0.01% 1355
2016
Q4 		$7.02M Buy
148,836
+32,267
+28% +$1.53M ﹤0.01% 1782
2016
Q3 		$5.74M Sell
116,569
-14,235
-11% -$680K ﹤0.01% 1900
2016
Q2 		$5.9M Sell
130,804
-8,784
-6% -$405K ﹤0.01% 1801
2016
Q1 		$6.49M Sell
139,588
-14,801
-10% -$648K ﹤0.01% 1648
2015
Q4 		$7.2M Sell
154,389
-41,470
-21% -$1.97M ﹤0.01% 1668
2015
Q3 		$8.78M Sell
195,859
-14,098
-7% -$678K 0.01% 1485
2015
Q2 		$10.7M Buy
209,957
+10,706
+5% +$560K 0.01% 1424
2015
Q1 		$10.1M Buy
199,251
+55,799
+39% +$2.74M 0.01% 1474
2014
Q4 		$6.79M Buy
+143,452
New +$6.88M ﹤0.01% 1828

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS Group's FDT Position: Q2 2026 in Review

UBS Group reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 24% in Q2 2026, selling an estimated $14.7M and leaving 487,833 shares worth $46.2M. The position accounts for 0.01% of the portfolio, ranked #1820.

UBS Group first reported a position in FDT in Q4 2014 and has held it in 47 quarters since. The position peaked at $69.7M in Q1 2019. 201 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • UBS Group held 487,833 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $46.2M as of Q2 2026.
  • UBS Group sold 153,945 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $14.7M.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.01% of UBS Group's portfolio in Q2 2026, its #1820 holding.
  • UBS Group first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $69.7M in Q1 2019.
  • 201 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.