Purchases and Sales Made in Q4 2022 in First Trust Developed Markets (FDT)
This table provides information about the institutional ownership of First Trust Developed Markets (FDT) during Q4 2022. 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, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
200New |
$8.4K - $9.83K
|
200
$11.2K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
175+ 1.84% |
$7.35K - $8.6K
|
9.69K
$541K
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
135+ 1.15% |
$5.67K - $6.64K
|
11.9K
$666K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
121+ 0.84% |
$5.08K - $5.95K
|
14.5K
$811K
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
103New |
$4.33K - $5.06K
|
103
$5.75K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
63+ 6.95% |
$2.65K - $3.1K
|
969
$54.1K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
58+ 0.66% |
$2.44K - $2.85K
|
8.88K
$496K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
55New |
$2.31K - $2.7K
|
55
$3.07K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
38New |
$1.6K - $1.87K
|
38
$2.12K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
36+ 0.13% |
$1.51K - $1.77K
|
27.4K
$1.53M
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
23+ 0.37% |
$966 - $1.13K
|
6.26K
$349K
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-20Closed |
$840 - $983
|
0
$0
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-68- 0.78% |
$2.86K - $3.34K
|
8.6K
$480K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-71- 1.29% |
$2.98K - $3.49K
|
5.44K
$304K
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-117- 0.36% |
$4.92K - $5.75K
|
32.2K
$1.8M
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-121- 0.66% |
$5.08K - $5.95K
|
18.2K
$1.01M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-145- 4.11% |
$6.09K - $7.13K
|
3.38K
$189K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-172- 5.49% |
$7.23K - $8.46K
|
2.96K
$165K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-467- 1.67% |
$19.6K - $23K
|
27.4K
$1.53M
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-498- 3.94% |
$20.9K - $24.5K
|
12.2K
$679K
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-685- 11.97% |
$28.8K - $33.7K
|
5.04K
$281K
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-712- 6.24% |
$29.9K - $35K
|
10.7K
$597K
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-768- 1.09% |
$32.3K - $37.8K
|
69.7K
$3.89M
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-788- 13.85% |
$33.1K - $38.7K
|
4.9K
$274K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-859- 3.69% |
$36.1K - $42.2K
|
22.4K
$1.25M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.9K- 43.39% |
$79.9K - $93.6K
|
2.48K
$139K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.59K- 6.44% |
$109K - $127K
|
37.6K
$2.1M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.72K- 4.59% |
$114K - $134K
|
56.5K
$3.16M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.31K- 3.87% |
$139K - $163K
|
82K
$4.58M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.06K- 10.39% |
$254K - $298K
|
52.2K
$2.92M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.28K- 10.51% |
$264K - $309K
|
53.5K
$2.99M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.1K- 31.16% |
$298K - $349K
|
15.7K
$876K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.26K- 18.63% |
$347K - $406K
|
36.1K
$2.01M
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-14.4K- 52.59% |
$603K - $706K
|
12.9K
$723K
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-16K- 62.49% |
$670K - $784K
|
9.57K
$535K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.8K- 12.15% |
$747K - $875K
|
129K
$7.18M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19K- 31.3% |
$797K - $933K
|
41.6K
$2.32M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.3K- 15.38% |
$1.19M - $1.39M
|
156K
$8.69M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-32.2K- 83.82% |
$1.35M - $1.58M
|
6.21K
$347K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-45.9K- 56.67% |
$1.93M - $2.26M
|
35.1K
$1.96M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-50.5K- 85.26% |
$2.12M - $2.48M
|
8.73K
$487K
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-54.1K- 57.14% |
$2.27M - $2.66M
|
40.6K
$2.27M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-61.2K- 91.09% |
$2.57M - $3.01M
|
5.99K
$334K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-121K- 36.73% |
$5.07M - $5.94M
|
208K
$11.6M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-331K- 49.55% |
$13.9M - $16.3M
|
337K
$18.8M
|