Purchases and Sales Made in Q2 2024 in First Trust Developed Markets (FDT)
This table provides information about the institutional ownership of First Trust Developed Markets (FDT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
97+ 1.16% |
$5.21K - $5.58K
|
8.44K
$489K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
93New |
$5K - $5.35K
|
93
$5.39K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
72+ 0.42% |
$3.87K - $4.14K
|
17.1K
$991K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
47+ 1.76% |
$2.52K - $2.7K
|
2.72K
$157K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
41+ 1.33% |
$2.2K - $2.36K
|
3.12K
$181K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12+ 0.1% |
$645 - $690
|
12.6K
$731K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
10+ 1.4% |
$537 - $575
|
726
$42.1K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.93% |
$53.7 - $57.5
|
108
$6.26K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22- 0.31% |
$1.18K - $1.27K
|
7.03K
$407K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-33- 0.19% |
$1.77K - $1.9K
|
17.8K
$1.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-54- 0.29% |
$2.9K - $3.11K
|
18.5K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-100- 16.75% |
$5.37K - $5.75K
|
497
$28.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-164- 19.78% |
$8.81K - $9.43K
|
665
$38.6K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-239- 1.19% |
$12.8K - $13.7K
|
19.8K
$1.15M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-244- 0.91% |
$13.1K - $14K
|
26.5K
$1.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-284- 1.05% |
$15.3K - $16.3K
|
26.7K
$1.55M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-285- 0.79% |
$15.3K - $16.4K
|
35.6K
$2.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-292- 44.51% |
$15.7K - $16.8K
|
364
$21.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-308- 6.72% |
$16.5K - $17.7K
|
4.27K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-312- 1.18% |
$16.8K - $17.9K
|
26.2K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
SELL
|
- |
-360- 8.25% |
$19.3K - $20.7K
|
4K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-383- 2.85% |
$20.6K - $22K
|
13K
$756K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-406- 4.94% |
$21.8K - $23.4K
|
7.82K
$453K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-435- 9.19% |
$23.4K - $25K
|
4.3K
$249K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-459- 10.77% |
$24.7K - $26.4K
|
3.8K
$220K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-461- 5.6% |
$24.8K - $26.5K
|
7.77K
$450K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-484- 33.33% |
$26K - $27.8K
|
968
$56.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-550- 6.46% |
$29.5K - $31.6K
|
7.97K
$462K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-689- 2.3% |
$37K - $39.6K
|
29.3K
$1.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-700- 5.94% |
$37.6K - $40.3K
|
11.1K
$643K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-774- 4.89% |
$41.6K - $44.5K
|
15.1K
$873K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-827- 7.93% |
$44.4K - $47.6K
|
9.6K
$556K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-839- 1.44% |
$45.1K - $48.3K
|
57.4K
$3.33M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-852- 4.27% |
$45.8K - $49K
|
19.1K
$1.11M
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-883- 92.56% |
$47.4K - $50.8K
|
71
$4.12K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-938- 4.8% |
$50.4K - $54K
|
18.6K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.82K- 5.19% |
$97.5K - $104K
|
33.2K
$1.92M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.18K- 3.05% |
$117K - $126K
|
69.5K
$4.03M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.64K- 1.9% |
$142K - $152K
|
136K
$7.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.94K- 0.62% |
$158K - $169K
|
475K
$27.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-3.27K- 11.4% |
$176K - $188K
|
25.4K
$1.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-5.19K- 24.9% |
$279K - $299K
|
15.7K
$908K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-5.97KClosed |
$321K - $344K
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-6.68K- 25.18% |
$359K - $384K
|
19.8K
$1.15M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.72K- 39.23% |
$361K - $386K
|
10.4K
$603K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.67K- 26.3% |
$466K - $499K
|
24.3K
$1.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-11.6K- 18.84% |
$622K - $666K
|
49.9K
$2.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.4K- 4.31% |
$882K - $944K
|
364K
$21.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-17.4K- 38.45% |
$935K - $1M
|
27.9K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-21K- 77.36% |
$1.13M - $1.21M
|
6.14K
$356K
|