Purchases and Sales Made in Q3 2023 in First Trust Developed Markets (FDT)
This table provides information about the institutional ownership of First Trust Developed Markets (FDT) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
78.3K+ 48.4% |
$3.93M - $4.28M
|
240K
$13M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
63KNew |
$3.16M - $3.44M
|
63K
$3.41M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
31KNew |
$1.55M - $1.69M
|
31K
$1.67M
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
28KNew |
$1.4M - $1.53M
|
28K
$1.52M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
24.3KNew |
$1.22M - $1.33M
|
24.3K
$1.31M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
22.8KNew |
$1.14M - $1.25M
|
22.8K
$1.24M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
20.8K+ 104.84% |
$1.04M - $1.14M
|
40.6K
$2.2M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
20.6KNew |
$1.03M - $1.13M
|
20.6K
$1.11M
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
19.3KNew |
$968K - $1.06M
|
19.3K
$1.04M
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15K+ 383.03% |
$751K - $819K
|
18.9K
$1.02M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.5K+ 52.96% |
$727K - $793K
|
41.9K
$2.27M
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
11.3K+ 42.97% |
$567K - $618K
|
37.6K
$2.04M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.71K+ 17.01% |
$436K - $476K
|
59.9K
$3.24M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.77K+ 1291.79% |
$339K - $370K
|
7.29K
$395K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.25KNew |
$263K - $287K
|
5.25K
$284K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.84K+ 35.04% |
$242K - $264K
|
18.6K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.88K+ 30.27% |
$194K - $212K
|
16.7K
$903K
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.45K+ 14.29% |
$173K - $189K
|
27.6K
$1.49M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.38K+ 24.83% |
$169K - $185K
|
17K
$919K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
3.15KNew |
$158K - $172K
|
3.15K
$170K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.59K+ 17.79% |
$130K - $141K
|
17.1K
$927K
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.55K+ 6.69% |
$128K - $139K
|
40.7K
$2.2M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.53K+ 4.88% |
$127K - $138K
|
54.4K
$2.94M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.31K+ 2.79% |
$116K - $126K
|
85.3K
$4.62M
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
2.19K+ 3.33% |
$109K - $119K
|
67.8K
$3.67M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.93K+ 26.31% |
$96.9K - $106K
|
9.28K
$502K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.92K+ 7.01% |
$96.2K - $105K
|
29.3K
$1.59M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.88K+ 13.61% |
$94.1K - $103K
|
15.7K
$848K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.6K+ 1.82% |
$80.1K - $87.3K
|
89.6K
$4.85M
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.49K+ 1.79% |
$74.6K - $81.3K
|
84.8K
$4.59M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
1.19K+ 15.81% |
$59.8K - $65.2K
|
8.74K
$473K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.12K+ 2.88% |
$56.3K - $61.4K
|
40.2K
$2.17M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1KNew |
$50.1K - $54.6K
|
1K
$54.1K
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
634+ 1.25% |
$31.8K - $34.6K
|
51.5K
$2.79M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
359+ 1.39% |
$18K - $19.6K
|
26.2K
$1.42M
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
BUY
|
- |
324+ 1.12% |
$16.2K - $17.7K
|
29.1K
$1.58M
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
239+ 28.8% |
$12K - $13.1K
|
1.07K
$57.8K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
194+ 3.52% |
$9.72K - $10.6K
|
5.71K
$309K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
134+ 1.78% |
$6.71K - $7.32K
|
7.67K
$415K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55+ 2.22% |
$2.76K - $3.01K
|
2.54K
$137K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35+ 83.33% |
$1.75K - $1.91K
|
77
$4.17K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
31+ 0.53% |
$1.55K - $1.69K
|
5.85K
$317K
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
28+ 0.24% |
$1.4K - $1.53K
|
11.5K
$621K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.25% |
$150 - $164
|
1.21K
$65.6K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.83% |
$100 - $109
|
243
$13.1K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.03% |
$50.1 - $54.6
|
3.01K
$163K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-7- 0.3% |
$351 - $382
|
2.33K
$126K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-11- 0.25% |
$551 - $601
|
4.46K
$241K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-19- 0.16% |
$952 - $1.04K
|
11.7K
$632K
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-22- 0.12% |
$1.1K - $1.2K
|
18.2K
$982K
|