Latest Institutional Transactions on First Trust Developed Markets (FDT)
This table provides information on the latest institutional transactions involving First Trust Developed Markets (FDT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
60New |
$2.83K - $3.17K
|
60
$3.99K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-1.67K- 19.06% |
$78.7K - $88K
|
7.08K
$471K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-86- 0.94% |
$4.06K - $4.54K
|
9.03K
$601K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.08K- 97.88% |
$334K - $374K
|
153
$10.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
400New |
$18.9K - $21.1K
|
400
$26.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.81K- 39.35% |
$133K - $149K
|
4.34K
$288K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-100- 9.85% |
$4.72K - $5.28K
|
915
$60.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-529- 1.03% |
$25K - $27.9K
|
51K
$3.39M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-173- 3.88% |
$8.17K - $9.13K
|
4.29K
$285K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
46New |
$2.17K - $2.43K
|
46
$3.06K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.69K- 13.59% |
$135K - $147K
|
17.1K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
19.3KNew |
$968K - $1.06M
|
19.3K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1KNew |
$50.1K - $54.6K
|
1K
$66.5K
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-192- 1.74% |
$9.62K - $10.5K
|
10.8K
$721K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-25- 0.54% |
$1.25K - $1.37K
|
4.64K
$309K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-40- 0.95% |
$2K - $2.19K
|
4.15K
$276K
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-231- 0.87% |
$11.6K - $12.6K
|
26.4K
$1.76M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
3.15KNew |
$158K - $172K
|
3.15K
$209K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
58.6KNew |
$2.87M - $3.1M
|
58.6K
$3.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
38.4KNew |
$1.88M - $2.03M
|
38.4K
$2.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 2.26% |
$196 - $212
|
181
$12K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-748- 16.02% |
$36.6K - $39.6K
|
3.92K
$261K
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.95KNew |
$193K - $209K
|
3.95K
$263K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-132- 9.19% |
$6.46K - $6.99K
|
1.31K
$86.8K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
73New |
$3.49K - $3.85K
|
73
$4.86K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
613New |
$29.3K - $32.3K
|
613
$40.8K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-333- 15.3% |
$15.9K - $17.6K
|
1.84K
$123K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
100KNew |
$4.8M - $5.3M
|
100K
$6.68M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
50New |
$2.39K - $2.64K
|
50
$3.33K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
926New |
$44.3K - $48.8K
|
926
$61.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3.81K+ 19.45% |
$182K - $201K
|
23.4K
$1.56M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10.6K+ 195.65% |
$446K - $522K
|
16K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
200New |
$8.4K - $9.83K
|
200
$13.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
103New |
$4.33K - $5.06K
|
103
$6.85K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
55New |
$2.31K - $2.7K
|
55
$3.66K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-20Closed |
$840 - $983
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10.2KNew |
$427K - $499K
|
10.2K
$675K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
244+ 1.83% |
$10.3K - $12K
|
13.6K
$903K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
10.1KNew |
$422K - $513K
|
10.1K
$673K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
47+ 16.1% |
$1.96K - $2.38K
|
339
$22.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-659- 10.09% |
$27.5K - $33.4K
|
5.87K
$390K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-26- 4.31% |
$1.08K - $1.32K
|
577
$38.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
20New |
$834 - $1.01K
|
20
$1.33K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.18K- 32.86% |
$104K - $128K
|
4.46K
$296K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-300Closed |
$14.4K - $17.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-560Closed |
$26.8K - $32.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.85KClosed |
$232K - $285K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.38KNew |
$210K - $257K
|
4.38K
$291K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
156+ 3.52% |
$7.47K - $9.15K
|
4.59K
$305K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.75KClosed |
$179K - $220K
|
0
$0
|
|