Purchases and Sales Made in Q4 2022 in First Trust Developed Markets (FDT)
This table provides information about the institutional ownership of First Trust Developed Markets (FDT) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
513K+ 3477.81% |
$21.5M - $25.2M
|
528K
$29.4M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
285K+ 307.6% |
$12M - $14M
|
378K
$21.1M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
233K+ 72.07% |
$9.8M - $11.5M
|
557K
$31.1M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
106KNew |
$4.45M - $5.21M
|
106K
$5.9M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
84.8KNew |
$3.56M - $4.17M
|
84.8K
$4.73M
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
69.9K+ 468.62% |
$2.94M - $3.44M
|
84.8K
$4.73M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.1K+ 6.29% |
$2.69M - $3.15M
|
1.08M
$60.4M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
63.4K+ 179.85% |
$2.66M - $3.12M
|
98.7K
$5.5M
|
|
Jan 31, 2023
Q4 2022
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
62.4KNew |
$2.62M - $3.07M
|
62.4K
$3.48M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
44KNew |
$1.85M - $2.16M
|
44K
$2.45M
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
41KNew |
$1.72M - $2.02M
|
41K
$2.29M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.8K+ 416.55% |
$1.38M - $1.61M
|
40.6K
$2.26M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.9KNew |
$1.13M - $1.32M
|
26.9K
$1.5M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.8K+ 129.03% |
$1.12M - $1.32M
|
47.5K
$2.65M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.3K+ 58.09% |
$1.02M - $1.19M
|
66.1K
$3.68M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.4K+ 10.68% |
$983K - $1.15M
|
242K
$13.5M
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
19.6KNew |
$823K - $963K
|
19.6K
$1.09M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.2KNew |
$724K - $847K
|
17.2K
$960K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13K+ 26473.47% |
$545K - $638K
|
13K
$726K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.8K+ 20.1% |
$452K - $529K
|
64.3K
$3.58M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.6K+ 195.65% |
$446K - $522K
|
16K
$894K
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10.2KNew |
$430K - $503K
|
10.2K
$570K
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10.2KNew |
$427K - $499K
|
10.2K
$566K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
9.74K+ 19.88% |
$409K - $479K
|
58.8K
$3.28M
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.68K+ 5.16% |
$323K - $377K
|
156K
$8.72M
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
7.59K+ 14.48% |
$319K - $373K
|
60K
$3.35M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.07K+ 2.35% |
$255K - $298K
|
264K
$14.7M
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.37KNew |
$226K - $264K
|
5.37K
$299K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.12KNew |
$215K - $252K
|
5.12K
$286K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.9KNew |
$206K - $241K
|
4.9K
$273K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
4.22KNew |
$177K - $208K
|
4.22K
$235K
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.97KNew |
$167K - $195K
|
3.97K
$221K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.78K+ 0.57% |
$159K - $186K
|
668K
$37.2M
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.32K+ 5.15% |
$97.3K - $114K
|
47.3K
$2.64M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.18K+ 8.09% |
$91.7K - $107K
|
29.2K
$1.63M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.18KNew |
$91.4K - $107K
|
2.18K
$121K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.57KNew |
$66.1K - $77.4K
|
1.57K
$87.8K
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
1.34K+ 8.54% |
$56.4K - $66K
|
17.1K
$951K
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.24K+ 21.99% |
$52K - $60.8K
|
6.86K
$383K
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.05K+ 3.8% |
$44.1K - $51.6K
|
28.6K
$1.6M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
787+ 779.21% |
$33.1K - $38.7K
|
888
$49.5K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
716+ 0.75% |
$30.1K - $35.2K
|
96.7K
$5.39M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
674New |
$28.3K - $33.1K
|
674
$37.6K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
477+ 4.41% |
$20K - $23.5K
|
11.3K
$630K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
453+ 1.62% |
$19K - $22.3K
|
28.5K
$1.59M
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
427+ 7.86% |
$17.9K - $21K
|
5.86K
$327K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
416+ 3.92% |
$17.5K - $20.5K
|
11K
$615K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
388New |
$16.3K - $19.1K
|
388
$21.6K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
244+ 1.83% |
$10.3K - $12K
|
13.6K
$757K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
219+ 6.95% |
$9.2K - $10.8K
|
3.37K
$188K
|