Hbk Sorce Advisory LLC First Trust Developed Markets Transaction History

Hbk Sorce Advisory LLC

$2.69 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 14, 2019	SELL	$51.09 - $55.55 $7.54 Million - $8.2 Million	-147,542 Closed	0 $0
Q1 2019 May 13, 2019	BUY	$48.32 - $54.84 $147,424 - $167,316	3,051 Added 2.11%	147,542 $8.02 Million
Q4 2018 Feb 14, 2019	BUY	$47.63 - $59.64 $6.88 Million - $8.62 Million	144,491 New	144,491 $7.08 Million
Q3 2018 Nov 15, 2018	SELL	$57.14 - $60.91 $7.38 Million - $7.86 Million	-129,104 Closed	0 $0
Q2 2018 Aug 10, 2018	BUY	$59.37 - $64.5 $7.66 Million - $8.33 Million	129,104 New	129,104 $0
Q1 2018 May 15, 2018	SELL	$60.41 - $67.08 $7.48 Million - $8.31 Million	-123,887 Closed	0 $0
Q4 2017 Feb 15, 2018	BUY	$59.07 - $62.38 $153,641 - $162,250	2,601 Added 2.14%	123,887 $7.73 Million
Q3 2017 Nov 14, 2017	BUY	$58.59 - $59.15 $7.11 Million - $7.17 Million	121,286	121,286 $7.17 Million

Others Institutions Holding FDT

# of Institutions

122

Shares Held

5.53M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.07M
Shares

$60.1 Million
0.0% of portfolio
Envestnet Asset Management Inc

475K
Shares

$26.8 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

437K
Shares

$24.6 Million
0.01% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

377K
Shares

$21.3 Million
0.52% of portfolio
Wells Fargo & Company San Francisco, CA

364K
Shares

$20.5 Million
0.0% of portfolio

About FIRST TRUST DEVELOPED MARKETS

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