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Private Trust Company’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Private Trust Company’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 		$13.8K Buy
+146
New +$14K ﹤0.01% 1951
2025
Q2 		– Sell
-114
Closed -$6.64K – 2497
2025
Q1 		$6.64K Sell
114
-5
-4% -$286 ﹤0.01% 1939
2024
Q4 		$6.41K Buy
+119
New +$6.66K ﹤0.01% 1897

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 22.9% 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

Private Trust Company's FDT Position: Q2 2026 in Review

Private Trust Company opened a new position in First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2026: 146 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #1951 among its holdings. This is a return to the name: Private Trust Company previously reported a position in FDT as recently as Q1 2025.

Private Trust Company first reported a position in FDT in Q4 2024 and has held it in 3 quarters since. 202 funds tracked by Wall St. Rank hold FDT as of Q2 2026.

  • Private Trust Company held 146 shares of First Trust Developed Markets ex-US AlphaDEX Fund worth $13.8K as of Q2 2026.
  • First Trust Developed Markets ex-US AlphaDEX Fund was a new Private Trust Company position in Q2 2026.
  • First Trust Developed Markets ex-US AlphaDEX Fund made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1951 holding.
  • Private Trust Company first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2024 and has held it in 3 quarters since.
  • 202 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.