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Calton & Associates’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Calton & Associates’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 		$290K Sell
3,065
-85
-3% -$8.13K 0.04% 319
2026
Q1 		$274K Buy
+3,150
New +$279K 0.04% 342

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

Calton & Associates's FDT Position: Q2 2026 in Review

Calton & Associates reduced its First Trust Developed Markets ex-US AlphaDEX Fund (FDT) stake by 2.7% in Q2 2026, selling an estimated $8.13K and leaving 3,065 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #319.

Calton & Associates first reported a position in FDT in Q1 2026 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • Calton & Associates held 3,065 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $290K as of Q2 2026.
  • Calton & Associates sold 85 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $8.13K.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up 0.04% of Calton & Associates's portfolio in Q2 2026, its #319 holding.
  • Calton & Associates first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
  • 201 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.