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SouthState Corp’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

SouthState Corp’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
2023
Q3 		– Sell
-50
Closed -$2.57K – 646
2023
Q2 		$2.57K Hold
50
– – ﹤0.01% 541
2023
Q1 		$2.54K Buy
+50
New +$2.53K ﹤0.01% 592

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Envestnet Asset Management
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

SouthState Corp's FDT Position: Q3 2023 in Review

SouthState Corp sold out of First Trust Developed Markets ex-US AlphaDEX Fund (FDT) in Q3 2023, closing a stake of 50 shares — an estimated $2.57K sold.

SouthState Corp first reported a position in FDT in Q1 2023 and held it in 2 quarters. The position peaked at $2.57K in Q2 2023. 119 funds tracked by Wall St. Rank hold FDT as of Q3 2023.

  • SouthState Corp reported no remaining First Trust Developed Markets ex-US AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
  • SouthState Corp sold 50 First Trust Developed Markets ex-US AlphaDEX Fund shares in Q3 2023, an estimated $2.57K.
  • SouthState Corp first reported a position in First Trust Developed Markets ex-US AlphaDEX Fund in Q1 2023 and held it in 2 quarters.
  • SouthState Corp's First Trust Developed Markets ex-US AlphaDEX Fund position peaked at $2.57K in Q2 2023.
  • 119 funds tracked by Wall St. Rank held First Trust Developed Markets ex-US AlphaDEX Fund as of Q3 2023.

Based on SouthState Corp's 13F filing for Q3 2023, filed 7 Nov 2023.