Purchases and Sales Made in Q4 2024 in First Trust Developed Markets (FDT)
This table provides information about the institutional ownership of First Trust Developed Markets (FDT) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
233KNew |
$12.4M - $13.4M
|
233K
$13.2M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
20.3K+ 16.53% |
$1.08M - $1.17M
|
143K
$8.1M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.3K+ 43.45% |
$869K - $941K
|
53.8K
$3.05M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
15.5K+ 290.72% |
$824K - $893K
|
20.8K
$1.18M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.51KNew |
$506K - $549K
|
9.51K
$538K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.57K+ 35.79% |
$457K - $495K
|
32.5K
$1.84M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
5.46K+ 8.08% |
$291K - $315K
|
73K
$4.13M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.36K+ 130.52% |
$285K - $309K
|
9.46K
$535K
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.57K+ 6.33% |
$243K - $264K
|
76.8K
$4.34M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.93K+ 9.41% |
$210K - $227K
|
45.7K
$2.59M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.34KNew |
$124K - $135K
|
2.34K
$132K
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.16K+ 3.94% |
$115K - $125K
|
57K
$3.22M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.07K+ 13.83% |
$110K - $120K
|
17.1K
$965K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.86K+ 6.94% |
$99.2K - $108K
|
28.7K
$1.62M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.76K+ 8.16% |
$93.5K - $101K
|
23.3K
$1.32M
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.45K+ 5.51% |
$77.2K - $83.6K
|
27.7K
$1.57M
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.41K+ 14.89% |
$74.9K - $81.2K
|
10.8K
$613K
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
854+ 2.85% |
$45.5K - $49.3K
|
30.9K
$1.74M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
772+ 17.39% |
$41.1K - $44.6K
|
5.21K
$295K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
630+ 4.9% |
$33.6K - $36.4K
|
13.5K
$762K
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
534+ 14.1% |
$28.4K - $30.8K
|
4.32K
$244K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
499+ 4.77% |
$26.6K - $28.8K
|
11K
$620K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
462+ 26.94% |
$24.6K - $26.7K
|
2.18K
$123K
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
441+ 1.99% |
$23.5K - $25.5K
|
22.6K
$1.28M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
373New |
$19.9K - $21.5K
|
373
$21.1K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
265+ 3.34% |
$14.1K - $15.3K
|
8.21K
$464K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
255+ 1.02% |
$13.6K - $14.7K
|
25.2K
$1.42M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
169+ 3.03% |
$9K - $9.75K
|
5.74K
$325K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
119New |
$6.34K - $6.87K
|
119
$6.73K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
61New |
$3.25K - $3.52K
|
61
$3.45K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
57New |
$3.04K - $3.29K
|
57
$3.22K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
44+ 1.09% |
$2.34K - $2.54K
|
4.09K
$231K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
43+ 0.12% |
$2.29K - $2.48K
|
34.6K
$1.96M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
28+ 1.07% |
$1.49K - $1.62K
|
2.66K
$150K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 1.92% |
$266 - $289
|
266
$15K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2- 1.41% |
$107 - $115
|
140
$7.92K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-7- 0.16% |
$373 - $404
|
4.24K
$240K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-36Closed |
$1.92K - $2.08K
|
0
$0
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-55- 1.02% |
$2.93K - $3.17K
|
5.33K
$301K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-74- 61.67% |
$3.94K - $4.27K
|
46
$2.6K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-262- 1.43% |
$14K - $15.1K
|
18.1K
$1.02M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-448- 5.74% |
$23.9K - $25.9K
|
7.36K
$416K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1K- 6.07% |
$53.4K - $57.9K
|
15.5K
$877K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.06K- 4.96% |
$56.3K - $61K
|
20.2K
$1.14M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.17K- 4.6% |
$62.3K - $67.5K
|
24.2K
$1.37M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.29K- 27.17% |
$68.8K - $74.6K
|
3.46K
$196K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.64K- 8.27% |
$87.2K - $94.5K
|
18.1K
$1.03M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.52K- 5.42% |
$187K - $203K
|
61.4K
$3.47M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.13K- 7.55% |
$220K - $238K
|
50.5K
$2.86M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.9K- 30.43% |
$314K - $340K
|
13.5K
$763K
|