Purchases and Sales Made in Q4 2021 in First Trust Developed Markets (FDT)
This table provides information about the institutional ownership of First Trust Developed Markets (FDT) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
230+ 2.69% |
$13.5K - $14.4K
|
8.78K
$501K
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
169+ 2.31% |
$9.93K - $10.6K
|
7.47K
$427K
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
143+ 16.49% |
$8.4K - $8.97K
|
1.01K
$57.7K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
130+ 1.46% |
$7.64K - $8.16K
|
9.01K
$515K
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
113+ 1.4% |
$6.64K - $7.09K
|
8.16K
$466K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
110New |
$6.46K - $6.9K
|
110
$6.29K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
95+ 0.48% |
$5.58K - $5.96K
|
20K
$1.14M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
94+ 27.49% |
$5.52K - $5.9K
|
436
$24.9K
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
67+ 40.85% |
$3.94K - $4.2K
|
231
$13.2K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
64+ 0.26% |
$3.76K - $4.02K
|
25.1K
$1.43M
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
62+ 0.4% |
$3.64K - $3.89K
|
15.7K
$899K
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
28+ 13.15% |
$1.65K - $1.76K
|
241
$13.8K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
25+ 4.69% |
$1.47K - $1.57K
|
558
$31.9K
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
9New |
$529 - $565
|
9
$514
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 0.25% |
$470 - $502
|
3.22K
$184K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.51% |
$58.8 - $62.7
|
198
$11.3K
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$58.8 - $62.7
|
5.9K
$337K
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1+ 0.01% |
$58.8 - $62.7
|
8.7K
$497K
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1- 0.24% |
$58.8 - $62.7
|
422
$24.1K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2- 0.11% |
$118 - $125
|
1.76K
$101K
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16Closed |
$940 - $1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-50- 0.15% |
$2.94K - $3.14K
|
34K
$1.94M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-83- 1.01% |
$4.88K - $5.21K
|
8.16K
$466K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-282Closed |
$16.6K - $17.7K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-357- 7.96% |
$21K - $22.4K
|
4.13K
$236K
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-679- 7.84% |
$39.9K - $42.6K
|
7.98K
$456K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.36K- 2.36% |
$79.9K - $85.3K
|
56.2K
$3.21M
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.86K- 28.77% |
$109K - $116K
|
4.6K
$263K
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-3.37KClosed |
$198K - $211K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.39KClosed |
$199K - $213K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3.94KClosed |
$231K - $247K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.97KClosed |
$233K - $249K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-5.29K- 53.42% |
$311K - $332K
|
4.61K
$264K
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.43KClosed |
$319K - $341K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.85K- 2.77% |
$344K - $367K
|
205K
$11.7M
|
|
Feb 11, 2022
Q4 2021
|
Petix & Botte CO
|
SELL
|
- |
-6KClosed |
$352K - $376K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.9K- 34.26% |
$405K - $433K
|
13.2K
$757K
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-10.2K- 57.35% |
$598K - $638K
|
7.57K
$432K
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-10.5K- 15.35% |
$614K - $656K
|
57.7K
$3.3M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13K- 4.83% |
$766K - $818K
|
257K
$14.7M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.5K- 33.73% |
$1.03M - $1.1M
|
34.4K
$1.96M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-35.6K- 4.63% |
$2.09M - $2.23M
|
732K
$41.8M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-37.7K- 30.94% |
$2.21M - $2.36M
|
84.1K
$4.8M
|