Colonial River Investments’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Colonial River Investments’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
2022 Q2	–	Sell	-4,852	Closed	-$281K	–	194
2022 Q1	$281K	Sell	4,852 -58	-1%	-$3.37K	0.16%	158
2021 Q4	$298K	Buy	+4,910	New	+$300K	0.16%	162

Other funds holding FDT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Colonial River Investments's FDT Position: Q2 2022 in Review

Colonial River Investments sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2022, closing a stake of 4,852 shares — an estimated $281K sold.

Colonial River Investments first reported a position in FDT in Q4 2021 and held it in 2 quarters. The position peaked at $298K in Q4 2021. 103 funds tracked by Wall St. Rank hold FDT as of Q2 2022.

Colonial River Investments reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Colonial River Investments sold 4,852 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2022, an estimated $281K.
Colonial River Investments first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2021 and held it in 2 quarters.
Colonial River Investments's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $298K in Q4 2021.
103 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2022.

Based on Colonial River Investments's 13F filing for Q2 2022, filed 15 Aug 2022.