Purchases and Sales Made in Q4 2020 in First Trust Developed Markets (FDT)
This table provides information about the institutional ownership of First Trust Developed Markets (FDT) during Q4 2020. 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 |
---|---|---|---|---|---|---|---|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
62.1K+ 80.6% |
$3M - $3.54M
|
139K
$7.77M
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
39K+ 5.53% |
$1.88M - $2.22M
|
745K
$41.6M
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
25.7K+ 2540.47% |
$1.24M - $1.47M
|
26.7K
$1.49M
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.2K+ 104.53% |
$1.07M - $1.27M
|
43.5K
$2.43M
|
|
Mar 10, 2021
Q4 2020
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14.9KNew |
$720K - $851K
|
14.9K
$833K
|
|
Feb 19, 2021
Q4 2020
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
12.4KNew |
$601K - $710K
|
12.4K
$695K
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.3K+ 151.96% |
$596K - $704K
|
20.5K
$1.14M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.89KNew |
$477K - $564K
|
9.89K
$552K
|
|
Feb 16, 2021
Q4 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.72KNew |
$469K - $554K
|
9.72K
$543K
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.68K+ 13.74% |
$419K - $495K
|
71.9K
$4.01M
|
|
Feb 16, 2021
Q4 2020
|
Waterfront Wealth Inc.
|
BUY
|
- |
8.66KNew |
$418K - $494K
|
8.66K
$484K
|
|
Jan 29, 2021
Q4 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.3KNew |
$401K - $473K
|
8.3K
$464K
|
|
Feb 16, 2021
Q4 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
8.05K+ 90.95% |
$389K - $459K
|
16.9K
$944K
|
|
Feb 16, 2021
Q4 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
6.87KNew |
$332K - $392K
|
6.87K
$384K
|
|
Feb 09, 2021
Q4 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.78KNew |
$328K - $387K
|
6.78K
$379K
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.04K+ 20.76% |
$195K - $230K
|
23.5K
$1.31M
|
|
Feb 12, 2021
Q4 2020
|
M&T Bank Corp
|
BUY
|
- |
3.78KNew |
$183K - $216K
|
3.78K
$211K
|
|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
2.82K+ 49.27% |
$136K - $161K
|
8.53K
$476K
|
|
Jan 27, 2021
Q4 2020
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.37KNew |
$66.3K - $78.3K
|
1.37K
$76.6K
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
902+ 2.97% |
$43.6K - $51.5K
|
31.3K
$1.75M
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
791+ 17.68% |
$38.2K - $45.1K
|
5.27K
$294K
|
|
Jan 11, 2021
Q4 2020
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
777New |
$37.5K - $44.3K
|
777
$43.4K
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
684+ 5.83% |
$33K - $39K
|
12.4K
$693K
|
|
Feb 10, 2021
Q4 2020
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
540+ 3.72% |
$26.1K - $30.8K
|
15K
$840K
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
422New |
$20.4K - $24.1K
|
422
$23.6K
|
|
Feb 05, 2021
Q4 2020
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
401New |
$19.4K - $22.9K
|
401
$22.4K
|
|
Mar 02, 2021
Q4 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
356New |
$17.2K - $20.3K
|
356
$19.9K
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
273+ 1.35% |
$13.2K - $15.6K
|
20.6K
$1.15M
|
|
Feb 03, 2021
Q4 2020
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
48New |
$2.32K - $2.74K
|
48
$2.68K
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
44+ 22.56% |
$2.13K - $2.51K
|
239
$13.3K
|
|
Jan 27, 2021
Q4 2020
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
42+ 0.87% |
$2.03K - $2.4K
|
4.86K
$272K
|
|
Feb 26, 2021
Q4 2020
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
20New |
$966 - $1.14K
|
20
$1.12K
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8+ 1.67% |
$386 - $456
|
488
$27.3K
|
|
Feb 04, 2021
Q4 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1+ 1.06% |
$48.3 - $57
|
95
$5.31K
|
|
Jan 05, 2021
Q4 2020
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 1.12% |
$48.3 - $57
|
90
$5.03K
|
|
Feb 16, 2021
Q4 2020
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-6- 1.19% |
$290 - $342
|
500
$27.9K
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-54Closed |
$2.61K - $3.08K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-60Closed |
$2.9K - $3.42K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-77- 1.59% |
$3.72K - $4.39K
|
4.78K
$267K
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-112- 32.75% |
$5.41K - $6.39K
|
230
$12.8K
|
|
Jan 29, 2021
Q4 2020
|
Petix & Botte CO
|
SELL
|
- |
-171- 3.5% |
$8.26K - $9.75K
|
4.72K
$264K
|
|
Feb 05, 2021
Q4 2020
|
Element Wealth, LLC
|
SELL
|
- |
-230- 3.78% |
$11.1K - $13.1K
|
5.86K
$327K
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-248- 5.02% |
$12K - $14.1K
|
4.7K
$262K
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-278- 3.55% |
$13.4K - $15.9K
|
7.56K
$422K
|
|
Jan 29, 2021
Q4 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-304Closed |
$14.7K - $17.3K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-333Closed |
$16.1K - $19K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-334- 4.86% |
$16.1K - $19.1K
|
6.54K
$365K
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-361- 22.12% |
$17.4K - $20.6K
|
1.27K
$71K
|
|
Feb 02, 2021
Q4 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-426- 3.74% |
$20.6K - $24.3K
|
11K
$613K
|
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-426- 49.13% |
$20.6K - $24.3K
|
441
$24.6K
|