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

Colonial Trust Advisors’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	–	Sell	-200	Closed	-$17.4K	–	813
2026 Q1	$17.4K	Hold	200	–	–	﹤0.01%	465
2025 Q4	$15.9K	Hold	200	–	–	﹤0.01%	464
2025 Q3	$15.1K	Hold	200	–	–	﹤0.01%	457
2025 Q2	$13.8K	Hold	200	–	–	﹤0.01%	477
2025 Q1	$11.7K	Hold	200	–	–	﹤0.01%	484
2024 Q4	$10.8K	Hold	200	–	–	﹤0.01%	481
2024 Q3	$11.5K	Hold	200	–	–	﹤0.01%	517
2024 Q2	$11K	Hold	200	–	–	﹤0.01%	511
2024 Q1	$11.2K	Hold	200	–	–	﹤0.01%	575
2023 Q4	$10.5K	Hold	200	–	–	﹤0.01%	502
2023 Q3	$10K	Hold	200	–	–	﹤0.01%	515
2023 Q2	$10.3K	Hold	200	–	–	﹤0.01%	521
2023 Q1	$10.1K	Hold	200	–	–	﹤0.01%	508
2022 Q4	$9.55K	Buy	+200	New	+$9.24K	﹤0.01%	522

Other funds holding FDT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Colonial Trust Advisors's FDT Position: Q2 2026 in Review

Colonial Trust Advisors sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2026, closing a stake of 200 shares — an estimated $17.4K sold.

Colonial Trust Advisors first reported a position in FDT in Q4 2022 and held it in 14 quarters. The position peaked at $17.4K in Q1 2026. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

Colonial Trust Advisors reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Colonial Trust Advisors sold 200 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2026, an estimated $17.4K.
Colonial Trust Advisors first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2022 and held it in 14 quarters.
Colonial Trust Advisors's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $17.4K 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 Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.