Asset Dedication, LLC First Trust Developed Markets Transaction History

Asset Dedication, LLC

$1.46 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 24, 2020	SELL	$37.86 - $49.56 $8,594 - $11,250	-227 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$34.5 - $56.23 $7,831 - $12,764	227 New	227 $9,000

Others Institutions Holding FDT

# of Institutions

120

Shares Held

5.64M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.07M
Shares

$60.9 Million
0.0% of portfolio
Envestnet Asset Management Inc

465K
Shares

$26.6 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

437K
Shares

$25 Million
0.01% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

377K
Shares

$21.5 Million
0.52% of portfolio
Wells Fargo & Company San Francisco, CA

364K
Shares

$20.8 Million
0.0% of portfolio

About FIRST TRUST DEVELOPED MARKETS

Ticker FDT
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