Purchases and Sales Made in Q4 2024 in First Trust Developed Markets (FDT)
This table provides information about the institutional ownership of First Trust Developed Markets (FDT) during Q4 2024. 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 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
244+ 0.74% |
$13K - $14.1K
|
33.2K
$1.93M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
220New |
$11.7K - $12.7K
|
220
$12.8K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
169+ 3.03% |
$9K - $9.75K
|
5.74K
$333K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
152+ 3.7% |
$8.1K - $8.77K
|
4.26K
$247K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
119New |
$6.34K - $6.87K
|
119
$6.9K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
118New |
$6.29K - $6.81K
|
118
$6.84K
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
110+ 1.81% |
$5.86K - $6.35K
|
6.17K
$358K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
61New |
$3.25K - $3.52K
|
61
$3.54K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
57New |
$3.04K - $3.29K
|
57
$3.3K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
44+ 1.09% |
$2.34K - $2.54K
|
4.09K
$237K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
43+ 0.12% |
$2.29K - $2.48K
|
34.6K
$2.01M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
28+ 1.07% |
$1.49K - $1.62K
|
2.66K
$154K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 1.92% |
$266 - $289
|
266
$15.4K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.76% |
$53.3 - $57.7
|
130
$7.54K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2- 1.41% |
$107 - $115
|
140
$8.12K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4- 0.04% |
$213 - $231
|
9.43K
$546K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-7- 0.16% |
$373 - $404
|
4.24K
$246K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-36Closed |
$1.92K - $2.08K
|
0
$0
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-55- 1.02% |
$2.93K - $3.17K
|
5.33K
$309K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-74- 61.67% |
$3.94K - $4.27K
|
46
$2.67K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-167- 0.27% |
$8.9K - $9.64K
|
62.3K
$3.61M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-262- 1.43% |
$14K - $15.1K
|
18.1K
$1.05M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-448- 5.74% |
$23.9K - $25.9K
|
7.36K
$427K
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-796- 4.48% |
$42.4K - $45.9K
|
17K
$983K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1K- 6.07% |
$53.4K - $57.9K
|
15.5K
$899K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.06K- 4.96% |
$56.3K - $61K
|
20.2K
$1.17M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.13K- 7.84% |
$60K - $65.1K
|
13.3K
$768K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.17K- 4.6% |
$62.3K - $67.5K
|
24.2K
$1.4M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.29K- 27.17% |
$68.8K - $74.6K
|
3.46K
$201K
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.31K- 4.7% |
$69.9K - $75.8K
|
26.6K
$1.54M
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.51K- 4.32% |
$80.5K - $87.3K
|
33.5K
$1.94M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.64K- 8.27% |
$87.2K - $94.5K
|
18.1K
$1.05M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.52K- 5.42% |
$187K - $203K
|
61.4K
$3.56M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.13K- 7.55% |
$220K - $238K
|
50.5K
$2.93M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-4.3K- 22.38% |
$229K - $248K
|
14.9K
$865K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.9K- 30.43% |
$314K - $340K
|
13.5K
$782K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.89K- 19.37% |
$367K - $397K
|
28.7K
$1.66M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.32K- 71.13% |
$390K - $422K
|
2.97K
$172K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.09K- 13.78% |
$484K - $525K
|
56.9K
$3.3M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.6K- 99.91% |
$673K - $729K
|
11
$638
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-14.6K- 7.39% |
$777K - $842K
|
183K
$10.6M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.1K- 53.27% |
$1.28M - $1.39M
|
21.2K
$1.23M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-34K- 88.99% |
$1.81M - $1.96M
|
4.21K
$244K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-76.5K- 43.94% |
$4.07M - $4.42M
|
97.6K
$5.66M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-81.5K- 22.64% |
$4.34M - $4.71M
|
279K
$16.1M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-92.7K- 8.17% |
$4.94M - $5.35M
|
1.04M
$60.4M
|