Purchases and Sales Made in Q1 2024 in First Trust Developed Markets (FDT)
This table provides information about the institutional ownership of First Trust Developed Markets (FDT) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
88.6K+ 176.34% |
$4.51M - $4.98M
|
139K
$7.83M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
41.2K+ 28.36% |
$2.1M - $2.32M
|
186K
$10.5M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
38.1K+ 11.27% |
$1.94M - $2.14M
|
376K
$21.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
34.9K+ 222.22% |
$1.78M - $1.96M
|
50.6K
$2.86M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
25.5K+ 41.74% |
$1.3M - $1.43M
|
86.4K
$4.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.2K+ 15.68% |
$518K - $573K
|
75.1K
$4.24M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.28K+ 25.29% |
$473K - $522K
|
46K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.14KNew |
$414K - $458K
|
8.14K
$459K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.99K+ 16.16% |
$254K - $281K
|
35.9K
$2.02M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.5K+ 35.64% |
$229K - $253K
|
17.1K
$966K
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
4.26KNew |
$217K - $240K
|
4.26K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.19K+ 18.27% |
$213K - $236K
|
27.1K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.75KNew |
$191K - $211K
|
3.75K
$211K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.54K+ 19.16% |
$180K - $199K
|
22K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.5K+ 0.93% |
$178K - $197K
|
380K
$21.5M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.28K+ 10.79% |
$167K - $184K
|
33.6K
$1.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.72K+ 27.64% |
$139K - $153K
|
12.6K
$709K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.5K+ 1.57% |
$127K - $141K
|
162K
$9.13M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.37K+ 9.89% |
$121K - $133K
|
26.3K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.1K+ 4.55% |
$107K - $118K
|
48.3K
$2.73M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.7K+ 6.11% |
$86.8K - $95.8K
|
29.6K
$1.67M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.54K+ 8.46% |
$78.6K - $86.8K
|
19.8K
$1.12M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.45KNew |
$73.9K - $81.7K
|
1.45K
$81.9K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.06K+ 3.95% |
$53.9K - $59.6K
|
27.9K
$1.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
1.02K+ 3.54% |
$52.1K - $57.6K
|
29.9K
$1.69M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
835+ 4.06% |
$42.5K - $47K
|
21.4K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
778+ 37.19% |
$39.6K - $43.8K
|
2.87K
$162K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
772+ 1.77% |
$39.3K - $43.4K
|
44.3K
$2.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
693+ 2.64% |
$35.3K - $39K
|
27K
$1.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
541+ 6.78% |
$27.5K - $30.4K
|
8.52K
$480K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
504+ 4.17% |
$25.7K - $28.3K
|
12.6K
$710K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
455+ 0.04% |
$23.2K - $25.6K
|
1.06M
$60M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
455+ 0.04% |
$23.2K - $25.6K
|
1.06M
$60M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
436+ 1.67% |
$22.2K - $24.5K
|
26.5K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
387+ 1.96% |
$19.7K - $21.8K
|
20.1K
$1.13M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
358+ 55.25% |
$18.2K - $20.1K
|
1.01K
$56.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
332+ 0.88% |
$16.9K - $18.7K
|
37.9K
$2.14M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
307+ 4.14% |
$15.6K - $17.3K
|
7.73K
$436K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
306+ 3.19% |
$15.6K - $17.2K
|
9.89K
$558K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
234+ 2.88% |
$11.9K - $13.2K
|
8.35K
$471K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
222+ 2.89% |
$11.3K - $12.5K
|
7.92K
$446K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
204New |
$10.4K - $11.5K
|
204
$11.5K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
135+ 0.77% |
$6.87K - $7.59K
|
17.7K
$1M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
49+ 1.62% |
$2.49K - $2.76K
|
3.08K
$174K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
20+ 0.34% |
$1.02K - $1.12K
|
5.97K
$337K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17+ 0.64% |
$865 - $956
|
2.67K
$151K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15+ 0.06% |
$764 - $844
|
26.8K
$1.51M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11+ 0.1% |
$560 - $619
|
11.5K
$651K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10+ 0.06% |
$509 - $562
|
17K
$960K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 1.06% |
$50.9 - $56.2
|
95
$5.36K
|