Purchases and Sales Made in Q3 2024 in First Trust Developed Markets (FDT)
This table provides information about the institutional ownership of First Trust Developed Markets (FDT) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4+ 0.0% |
$205 - $235
|
91.6K
$4.97M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1New |
$51.4 - $58.8
|
1
$54.3
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-7- 0.04% |
$360 - $411
|
17.7K
$963K
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-21- 0.27% |
$1.08K - $1.23K
|
7.75K
$420K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-21- 2.72% |
$1.08K - $1.23K
|
752
$40.8K
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-22- 0.51% |
$1.13K - $1.29K
|
4.25K
$231K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-31- 20.53% |
$1.59K - $1.82K
|
120
$6.51K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-61- 0.31% |
$3.13K - $3.58K
|
19.8K
$1.07M
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-75- 69.44% |
$3.85K - $4.41K
|
33
$1.79K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-103- 28.3% |
$5.29K - $6.05K
|
261
$14.2K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-165- 1.72% |
$8.47K - $9.7K
|
9.43K
$512K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-175- 0.53% |
$8.99K - $10.3K
|
33K
$1.79M
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-189- 1.45% |
$9.71K - $11.1K
|
12.9K
$698K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-192- 4.47% |
$9.86K - $11.3K
|
4.11K
$223K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-265- 1.43% |
$13.6K - $15.6K
|
18.3K
$994K
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-401- 1.5% |
$20.6K - $23.6K
|
26.3K
$1.43M
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-450- 1.58% |
$23.1K - $26.4K
|
28K
$1.52M
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-484- 33.33% |
$24.9K - $28.4K
|
968
$52.5K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-490- 15.71% |
$25.2K - $28.8K
|
2.63K
$143K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-577- 3.38% |
$29.6K - $33.9K
|
16.5K
$896K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-612- 0.92% |
$31.4K - $36K
|
66K
$3.58M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.05K- 2.94% |
$53.8K - $61.5K
|
34.6K
$1.88M
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.29K- 4.59% |
$66.3K - $75.9K
|
26.9K
$1.46M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.59K- 6.89% |
$81.7K - $93.5K
|
21.5K
$1.17M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.62K- 6.09% |
$82.9K - $94.9K
|
24.9K
$1.35M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.9K- 2.74% |
$97.7K - $112K
|
67.6K
$3.67M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.43K- 16.11% |
$125K - $143K
|
12.6K
$686K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.7K- 4.71% |
$139K - $159K
|
54.7K
$2.97M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.12K- 11.89% |
$160K - $183K
|
23.1K
$1.25M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.2K- 17.59% |
$164K - $188K
|
15K
$813K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.87K- 1.06% |
$199K - $227K
|
360K
$19.5M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.03K- 38.77% |
$207K - $237K
|
6.37K
$346K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.1K- 5.94% |
$211K - $241K
|
64.9K
$3.52M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-4.11K- 16.19% |
$211K - $242K
|
21.3K
$1.16M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.19K- 1.64% |
$369K - $422K
|
430K
$23.3M
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-7.63K- 27.36% |
$392K - $448K
|
20.2K
$1.1M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.25K- 15.41% |
$424K - $485K
|
45.3K
$2.46M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.75K- 2.05% |
$501K - $573K
|
465K
$25.2M
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-12K- 14.21% |
$614K - $703K
|
72.2K
$3.92M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.3K- 7.04% |
$737K - $843K
|
189K
$10.3M
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-14.9K- 29.86% |
$765K - $875K
|
35K
$1.9M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-180K- 47.64% |
$9.22M - $10.6M
|
197K
$10.7M
|