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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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Private Trust Company's FDT Position: Q2 2025 in Review

Private Trust Company sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q2 2025, closing a stake of 114 shares — an estimated $6.64K sold.

Private Trust Company first reported a position in FDT in Q4 2024 and held it in 2 quarters. The position peaked at $6.64K in Q1 2025. 119 funds tracked by Wall St. Rank hold FDT as of Q2 2025.

  • Private Trust Company reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Private Trust Company sold 114 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q2 2025, an estimated $6.64K.
  • Private Trust Company first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q4 2024 and held it in 2 quarters.
  • Private Trust Company's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $6.64K in Q1 2025.
  • 119 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q2 2025.

Based on Private Trust Company's 13F filing for Q2 2025, filed 29 Jul 2025.