Purchases and Sales Made in Q1 2025 in First Trust Developed Markets (FDT)
This table provides information about the institutional ownership of First Trust Developed Markets (FDT) during Q1 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-33- 63.46% |
$1.77K - $2.01K
|
19
$1.26K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-34- 24.29% |
$1.82K - $2.07K
|
106
$7.05K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-44- 72.13% |
$2.35K - $2.68K
|
17
$1.13K
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-51- 0.33% |
$2.73K - $3.11K
|
15.5K
$1.03M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-81- 0.33% |
$4.33K - $4.94K
|
24.2K
$1.61M
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-97- 2.29% |
$5.19K - $5.92K
|
4.15K
$276K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-179- 0.99% |
$9.58K - $10.9K
|
17.9K
$1.19M
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-196- 2.59% |
$10.5K - $12K
|
7.37K
$490K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-209- 7.87% |
$11.2K - $12.7K
|
2.45K
$163K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-226- 1.25% |
$12.1K - $13.8K
|
17.9K
$1.19M
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-233- 0.93% |
$12.5K - $14.2K
|
24.9K
$1.66M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-241- 8.11% |
$12.9K - $14.7K
|
2.73K
$182K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-251- 64.52% |
$13.4K - $15.3K
|
138
$9.18K
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-317- 1.87% |
$17K - $19.3K
|
16.6K
$1.11M
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-346- 2.64% |
$18.5K - $21.1K
|
12.8K
$849K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-508- 1.73% |
$27.2K - $31K
|
28.9K
$1.92M
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-804- 2.84% |
$43K - $49K
|
27.5K
$1.83M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-872- 1.54% |
$46.7K - $53.2K
|
55.7K
$3.7M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.07K- 5.3% |
$57.4K - $65.4K
|
19.2K
$1.27M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.1K- 3.32% |
$59K - $67.3K
|
32.1K
$2.14M
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.28K- 64.04% |
$68.7K - $78.3K
|
721
$48K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.29K- 2.39% |
$68.9K - $78.5K
|
52.6K
$3.5M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.76K- 13.28% |
$94.2K - $107K
|
11.5K
$765K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.88K- 6.57% |
$101K - $115K
|
26.8K
$1.78M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.08K- 6.01% |
$111K - $127K
|
32.5K
$2.16M
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.67K- 7.98% |
$143K - $163K
|
30.8K
$2.05M
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.68K- 28.2% |
$143K - $163K
|
6.83K
$454K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.09K- 22.94% |
$166K - $189K
|
10.4K
$691K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.23K- 7.07% |
$173K - $197K
|
42.5K
$2.83M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.46K- 50.0% |
$185K - $211K
|
3.46K
$230K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.5K- 20.49% |
$187K - $213K
|
13.6K
$902K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.26K- 6.84% |
$228K - $260K
|
58K
$3.86M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.63K- 9.02% |
$248K - $282K
|
46.7K
$3.11M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.64K- 9.19% |
$249K - $283K
|
45.9K
$3.05M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-4.75K- 22.86% |
$254K - $290K
|
16K
$1.07M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.2K- 55.15% |
$278K - $317K
|
4.23K
$281K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.28K- 11.86% |
$389K - $444K
|
54.1K
$3.6M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.33KClosed |
$446K - $508K
|
0
$0
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-11.4K- 7.97% |
$611K - $696K
|
132K
$8.77M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.7K- 7.71% |
$892K - $1.02M
|
200K
$13.3M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21K- 36.93% |
$1.12M - $1.28M
|
35.9K
$2.39M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-22.5K- 12.3% |
$1.2M - $1.37M
|
160K
$10.7M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34.9K- 7.46% |
$1.87M - $2.13M
|
433K
$28.8M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-36.8K- 50.33% |
$1.97M - $2.24M
|
36.3K
$2.41M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-39.1K- 52.15% |
$2.09M - $2.38M
|
35.8K
$2.38M
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-51.6K- 50.62% |
$2.76M - $3.15M
|
50.3K
$3.35M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-73.4K- 26.36% |
$3.93M - $4.48M
|
205K
$13.6M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-89.8K- 98.02% |
$4.81M - $5.48M
|
1.82K
$121K
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-102K- 98.28% |
$5.46M - $6.22M
|
1.78K
$119K
|