Institutional Ownership First Trust Developed Markets (FDT)
This table provides information about the institutional ownership of First Trust Developed Markets (FDT). We have compiled data on the 122 institutions that hold shares in the stock, with a total of 5.53 Million shares, which have been reported (via 13F filing form) to have a value of $309 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Tpg Financial Advisors, LLC
|
Jan 09, 2024 Q4 2023 |
39,813
shares
|
$2.23 Million
1.11% of portfolio
|
Q4 2023
Reduced 2.07%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
35,611
shares
|
$2 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
35,181
shares
|
$1.97 Million
0.03% of portfolio
|
Q2 2024
Added 4.59%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
34,220
shares
|
$1.92 Million
0.02% of portfolio
|
Q2 2024
Added 20.12%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
33,161
shares
|
$1.86 Million
0.06% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
Lvz, Inc.
|
Jul 24, 2024 Q2 2024 |
29,258
shares
|
$1.64 Million
0.22% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
28,407
shares
|
$1.59 Million
0.2% of portfolio
|
Q2 2024
Added 1.86%
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 16, 2024 Q2 2024 |
28,148
shares
|
$1.58 Million
0.47% of portfolio
|
Q2 2024
Added 6.84%
|
|
Signal Point Asset Management, LLC
|
Jul 22, 2024 Q2 2024 |
27,865
shares
|
$1.56 Million
0.45% of portfolio
|
Q2 2024
Reduced 38.45%
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 12, 2024 Q2 2024 |
26,681
shares
|
$1.5 Million
0.74% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
26,536
shares
|
$1.49 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
26,238
shares
|
$1.47 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
25,404
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2024
Reduced 11.4%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
24,717
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2024
Added 139.3%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
24,290
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2024
Reduced 26.3%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
24,070
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2024
Added 21.6%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
23,809
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2024
Reduced 60.27%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
23,428
shares
|
$1.31 Million
0.18% of portfolio
|
Q2 2024
Added 6.57%
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
23,395
shares
|
$1.31 Million
1.11% of portfolio
|
Q1 2023
Added 19.45%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
23,106
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2024
Added 7.99%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
19,846
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
Iams Wealth Management, LLC
Omaha, NE |
Aug 05, 2024 Q2 2024 |
19,833
shares
|
$1.11 Million
0.6% of portfolio
|
Q2 2024
Reduced 25.18%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
19,114
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2024
Reduced 4.27%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
18,589
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.8%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
18,539
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.29%
|