Purchases and Sales Made in Q1 2023 in First Trust Developed Markets (FDT)
This table provides information about the institutional ownership of First Trust Developed Markets (FDT) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
219K+ 20.25% |
$10.5M - $11.6M
|
1.3M
$70.2M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
167K+ 49.63% |
$8.01M - $8.83M
|
505K
$27.2M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
110K+ 19.7% |
$5.25M - $5.79M
|
667K
$35.9M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
100KNew |
$4.8M - $5.3M
|
100K
$5.41M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
96K+ 337.12% |
$4.59M - $5.06M
|
124K
$6.71M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39.4K+ 25.31% |
$1.88M - $2.08M
|
195K
$10.5M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35.7K+ 66.64% |
$1.7M - $1.88M
|
89.2K
$4.81M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34.3K+ 84.58% |
$1.64M - $1.81M
|
74.9K
$4.03M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
31.2K+ 36.82% |
$1.49M - $1.65M
|
116K
$6.26M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
31.2K+ 36.82% |
$1.49M - $1.65M
|
116K
$6.26M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
30K+ 5.68% |
$1.43M - $1.58M
|
557K
$30M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.6K+ 71.19% |
$1.42M - $1.56M
|
71.3K
$3.84M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
29.3KNew |
$1.4M - $1.55M
|
29.3K
$1.58M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25.6KNew |
$1.23M - $1.35M
|
25.6K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.8K+ 9.01% |
$1.14M - $1.25M
|
288K
$15.5M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
21.5KNew |
$1.03M - $1.14M
|
21.5K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.7K+ 44.58% |
$801K - $884K
|
54.3K
$2.93M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14.2KNew |
$680K - $750K
|
14.2K
$766K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12.8KNew |
$612K - $675K
|
12.8K
$690K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
11.9KNew |
$567K - $625K
|
11.9K
$639K
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
11.6KNew |
$554K - $611K
|
11.6K
$624K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11.1KNew |
$529K - $583K
|
11.1K
$596K
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
10.3KNew |
$493K - $544K
|
10.3K
$556K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
10K+ 4.81% |
$478K - $528K
|
218K
$11.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
9.64K+ 56.47% |
$461K - $508K
|
26.7K
$1.44M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.07K+ 69.68% |
$434K - $479K
|
22.1K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
8.21KNew |
$393K - $433K
|
8.21K
$443K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.97K+ 128.37% |
$381K - $420K
|
14.2K
$764K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.75K+ 1.16% |
$371K - $409K
|
675K
$36.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.47K+ 12.71% |
$357K - $394K
|
66.2K
$3.57M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.13K+ 4.56% |
$341K - $376K
|
163K
$8.81M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.93K+ 121.23% |
$284K - $313K
|
10.8K
$584K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.91K+ 8.18% |
$235K - $259K
|
64.9K
$3.5M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.48KNew |
$214K - $236K
|
4.48K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.45K+ 10.96% |
$213K - $235K
|
45.1K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.15KNew |
$198K - $219K
|
4.15K
$223K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.96KNew |
$189K - $209K
|
3.96K
$213K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.84K+ 8.12% |
$184K - $203K
|
51.1K
$2.75M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3.81K+ 19.45% |
$182K - $201K
|
23.4K
$1.26M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.65K+ 35.63% |
$174K - $192K
|
13.9K
$748K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.51K+ 31.05% |
$168K - $185K
|
14.8K
$798K
|
|
|
Apr 27, 2023
Q1 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
2.63K+ 4.21% |
$126K - $139K
|
65K
$3.51M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.48K+ 17.07% |
$118K - $131K
|
17K
$916K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
2.06K+ 2.52% |
$98.7K - $109K
|
84.1K
$4.53M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.02K+ 23.18% |
$96.7K - $107K
|
10.8K
$579K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.65K+ 6.02% |
$78.9K - $87K
|
29K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.61K+ 5.88% |
$77.1K - $85.1K
|
29K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.52K+ 2.36% |
$72.6K - $80.1K
|
65.8K
$3.55M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.46K+ 4.99% |
$69.6K - $76.8K
|
30.6K
$1.65M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1.44KNew |
$68.7K - $75.8K
|
1.44K
$77.5K
|