IFP Advisors’s CDT Equity Inc CDT Stock Holding History

IFP Advisors’s Portfolio CDT Stock Details CDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1	Closed	-$904	–	4933
2025 Q1	$904	Buy	+1	New	+$90.2K	﹤0.01%	3354

Other funds holding CDT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

IFP Advisors's CDT Position: Q2 2025 in Review

IFP Advisors sold out of CDT Equity Inc (CDT) in Q2 2025, closing a stake of 1 share — an estimated $904 sold.

IFP Advisors first reported a position in CDT in Q1 2025 and held it in 1 quarter. The position peaked at $904 in Q1 2025. 2 funds tracked by Wall St. Rank hold CDT as of Q2 2025.

IFP Advisors reported no remaining CDT Equity Inc position as of Q2 2025 after selling out during the quarter.
IFP Advisors sold 1 CDT Equity Inc share in Q2 2025, an estimated $904.
IFP Advisors first reported a position in CDT Equity Inc in Q1 2025 and held it in 1 quarter.
IFP Advisors's CDT Equity Inc position peaked at $904 in Q1 2025.
2 funds tracked by Wall St. Rank held CDT Equity Inc as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.