Purchases and Sales Made in Q2 2023 in First Trust Developed Markets (FDT)
This table provides information about the institutional ownership of First Trust Developed Markets (FDT) during Q2 2023. The information is specifically focused on institutions that hold shares of FIRST TRUST DEVELOPED MARKETS .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-13- 1.65% |
$636 - $689
|
776
$41.5K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-13- 2.42% |
$636 - $689
|
524
$28K
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-22- 0.52% |
$1.08K - $1.17K
|
4.19K
$224K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-24- 1.57% |
$1.17K - $1.27K
|
1.5K
$80.5K
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
SELL
|
- |
-26- 0.49% |
$1.27K - $1.38K
|
5.28K
$283K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36- 0.13% |
$1.76K - $1.91K
|
27.4K
$1.47M
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-37- 4.27% |
$1.81K - $1.96K
|
830
$44.4K
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-43- 1.09% |
$2.1K - $2.28K
|
3.91K
$209K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-56- 4.0% |
$2.74K - $2.97K
|
1.34K
$71.9K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-56- 4.0% |
$2.74K - $2.97K
|
1.34K
$71.9K
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-121- 1.16% |
$5.92K - $6.41K
|
10.3K
$550K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-132- 9.19% |
$6.46K - $6.99K
|
1.31K
$69.8K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-138- 9.82% |
$6.75K - $7.31K
|
1.27K
$67.8K
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-197- 0.39% |
$9.64K - $10.4K
|
50.9K
$2.72M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-271- 1.83% |
$13.3K - $14.4K
|
14.5K
$778K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-315- 0.6% |
$15.4K - $16.7K
|
51.9K
$2.78M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-345- 22.19% |
$16.9K - $18.3K
|
1.21K
$64.7K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-373- 13.06% |
$18.3K - $19.8K
|
2.48K
$133K
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-443- 3.73% |
$21.7K - $23.5K
|
11.4K
$611K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-504- 2.34% |
$24.7K - $26.7K
|
21K
$1.13M
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-521- 1.87% |
$25.5K - $27.6K
|
27.3K
$1.46M
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-550- 4.75% |
$26.9K - $29.1K
|
11K
$590K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-748- 16.02% |
$36.6K - $39.6K
|
3.92K
$210K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-769- 3.92% |
$37.6K - $40.7K
|
18.9K
$1.01M
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-885- 1.26% |
$43.3K - $46.9K
|
69.1K
$3.7M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-962- 29.18% |
$47.1K - $51K
|
2.34K
$125K
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.07K- 7.73% |
$52.5K - $56.8K
|
12.8K
$685K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.19K- 1.33% |
$58.1K - $62.9K
|
88K
$4.71M
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.22K- 1.86% |
$59.8K - $64.7K
|
64.6K
$3.45M
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.35K- 22.41% |
$66K - $71.4K
|
4.67K
$250K
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.53K- 19.92% |
$75.1K - $81.3K
|
6.17K
$330K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.62K- 0.99% |
$79.2K - $85.7K
|
162K
$8.66M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.64K- 5.34% |
$80K - $86.6K
|
29K
$1.55M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.3K- 10.42% |
$113K - $122K
|
19.8K
$1.06M
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.31K- 19.73% |
$113K - $122K
|
9.39K
$503K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.46K- 14.2% |
$120K - $130K
|
14.9K
$795K
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.53K- 3.89% |
$124K - $134K
|
62.4K
$3.34M
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.71K- 26.11% |
$182K - $197K
|
10.5K
$562K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.21K- 9.97% |
$206K - $223K
|
38K
$2.03M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.44K- 44.61% |
$217K - $235K
|
5.51K
$295K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.89K- 6.86% |
$239K - $259K
|
66.4K
$3.55M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6K- 13.31% |
$294K - $318K
|
39.1K
$2.09M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8.28K- 6.65% |
$405K - $439K
|
116K
$6.22M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.9K- 10.18% |
$580K - $628K
|
105K
$5.6M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.7K- 15.0% |
$717K - $776K
|
83K
$4.44M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-15K- 22.69% |
$735K - $796K
|
51.2K
$2.74M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-16.9K- 7.75% |
$826K - $895K
|
201K
$10.8M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.6K- 8.94% |
$1.05M - $1.14M
|
220K
$11.7M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-26.7K- 78.35% |
$1.31M - $1.42M
|
7.38K
$395K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-32.7K- 28.19% |
$1.6M - $1.73M
|
83.3K
$4.46M
|