Purchases and Sales Made in Q4 2023 in First Trust Developed Markets (FDT)
This table provides information about the institutional ownership of First Trust Developed Markets (FDT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-149- 61.32% |
$7.04K - $7.87K
|
94
$5.37K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-156- 1.34% |
$7.37K - $8.24K
|
11.5K
$659K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-170- 11.79% |
$8.03K - $8.98K
|
1.27K
$72.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-173- 3.88% |
$8.17K - $9.13K
|
4.29K
$245K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-212- 0.73% |
$10K - $11.2K
|
28.9K
$1.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-263- 5.15% |
$12.4K - $13.9K
|
4.85K
$277K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-295- 1.63% |
$13.9K - $15.6K
|
17.9K
$1.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-369- 1.39% |
$17.4K - $19.5K
|
26.3K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-371- 14.62% |
$17.5K - $19.6K
|
2.17K
$124K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-421- 39.38% |
$19.9K - $22.2K
|
648
$37K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-519- 2.5% |
$24.5K - $27.4K
|
20.2K
$1.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-529- 1.03% |
$25K - $27.9K
|
51K
$2.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-558- 5.5% |
$26.3K - $29.5K
|
9.59K
$548K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-635- 86.04% |
$30K - $33.5K
|
103
$5.89K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-638- 52.51% |
$30.1K - $33.7K
|
577
$33K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-711- 6.12% |
$33.6K - $37.5K
|
10.9K
$623K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-800- 0.94% |
$37.8K - $42.2K
|
84.5K
$4.83M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-842- 2.07% |
$39.8K - $44.5K
|
39.8K
$2.28M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-845- 3.06% |
$39.9K - $44.6K
|
26.8K
$1.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-845- 1.28% |
$39.9K - $44.6K
|
65.3K
$3.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-900- 18.47% |
$42.5K - $47.5K
|
3.97K
$227K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-929- 8.97% |
$43.9K - $49.1K
|
9.43K
$539K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-980- 4.76% |
$46.3K - $51.7K
|
19.6K
$1.12M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.11K- 1.78% |
$52.3K - $58.5K
|
61K
$3.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.6K- 5.84% |
$75.6K - $84.6K
|
25.8K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-1.67K- 19.06% |
$78.7K - $88K
|
7.08K
$404K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.71K- 7.98% |
$80.7K - $90.2K
|
19.7K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.83K- 6.94% |
$86.6K - $96.8K
|
24.6K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.89K- 9.98% |
$89.1K - $99.6K
|
17K
$972K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.96K- 7.0% |
$92.6K - $104K
|
26.1K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.24K- 4.12% |
$106K - $118K
|
52.2K
$2.98M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-2.26K- 19.7% |
$107K - $119K
|
9.22K
$527K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.59K- 6.45% |
$122K - $137K
|
37.6K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-2.73K- 11.93% |
$129K - $144K
|
20.1K
$1.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.78K- 3.48% |
$131K - $147K
|
77.3K
$4.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.81K- 39.35% |
$133K - $149K
|
4.34K
$248K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.02K- 0.28% |
$143K - $159K
|
1.06M
$60.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.03K- 7.22% |
$143K - $160K
|
38.9K
$2.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.5K- 19.45% |
$165K - $185K
|
14.5K
$828K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.1K- 5.32% |
$193K - $216K
|
72.9K
$4.16M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.5K- 26.27% |
$212K - $238K
|
12.6K
$722K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.08K- 97.88% |
$334K - $374K
|
153
$8.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.4K- 14.01% |
$349K - $391K
|
45.4K
$2.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.48K- 1.88% |
$448K - $501K
|
495K
$28.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.62K- 11.67% |
$454K - $508K
|
72.8K
$4.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-10.1K- 19.29% |
$475K - $531K
|
42.1K
$2.4M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-10.8K- 28.74% |
$511K - $571K
|
26.8K
$1.53M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.3K- 33.92% |
$676K - $756K
|
27.9K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-16.1K- 9.99% |
$761K - $851K
|
145K
$8.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.7K- 52.85% |
$932K - $1.04M
|
17.6K
$1.01M
|