Rvw Wealth, LLC First Trust Developed Markets Transaction History

Rvw Wealth, LLC

$1.02 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 12, 2023	BUY	$50.11 - $54.64 $157,696 - $171,952	3,147 New	3,147 $158,000
Q2 2020 Jul 13, 2020	SELL	$37.86 - $49.56 $3.16 Million - $4.14 Million	-83,570 Closed	0 $0
Q1 2020 Apr 15, 2020	SELL	$34.5 - $56.23 $3.32 Million - $5.41 Million	-96,268 Reduced 53.53%	83,570 $3.33 Million
Q4 2019 Jan 21, 2020	BUY	$50.94 - $55.86 $648,873 - $711,544	12,738 Added 7.62%	179,838 $10 Million
Q3 2019 Oct 25, 2019	SELL	$49.32 - $54.68 $1.7 Million - $1.88 Million	-34,469 Reduced 17.1%	167,100 $8.75 Million
Q2 2019 Jul 08, 2019	BUY	$51.09 - $55.55 $1.2 Million - $1.3 Million	23,464 Added 13.17%	201,569 $10.9 Million
Q1 2019 Apr 24, 2019	BUY	$48.32 - $54.84 $8.61 Million - $9.77 Million	178,105 New	178,105 $9.68 Million

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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