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 |
---|---|---|---|---|---|---|---|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-25- 0.54% |
$1.25K - $1.37K
|
4.64K
$250K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-38- 4.9% |
$1.9K - $2.08K
|
738
$39.8K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-40- 0.95% |
$2K - $2.19K
|
4.15K
$224K
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-60- 0.49% |
$3.01K - $3.28K
|
12.1K
$652K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-62- 4.12% |
$3.11K - $3.39K
|
1.44K
$77.7K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-128- 9.53% |
$6.41K - $6.99K
|
1.22K
$65.5K
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-169- 3.2% |
$8.47K - $9.23K
|
5.11K
$275K
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-192- 1.74% |
$9.62K - $10.5K
|
10.8K
$584K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-201- 1.35% |
$10.1K - $11K
|
14.7K
$790K
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-231- 0.87% |
$11.6K - $12.6K
|
26.4K
$1.42M
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-273- 0.44% |
$13.7K - $14.9K
|
62.1K
$3.35M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-288- 1.37% |
$14.4K - $15.7K
|
20.7K
$1.12M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-465- 52.36% |
$23.3K - $25.4K
|
423
$22.8K
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-650- 2.38% |
$32.6K - $35.5K
|
26.6K
$1.44M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-676- 1.78% |
$33.9K - $36.9K
|
37.3K
$2.01M
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-839- 7.64% |
$42K - $45.8K
|
10.1K
$547K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-869- 4.61% |
$43.5K - $47.5K
|
18K
$970K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.2K- 14.36% |
$60K - $65.5K
|
7.14K
$385K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.27KClosed |
$63.5K - $69.2K
|
0
$0
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.29K- 17.5% |
$64.7K - $70.6K
|
6.09K
$328K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.57K- 24.05% |
$78.7K - $85.8K
|
4.96K
$267K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.79K- 16.4% |
$89.6K - $97.8K
|
9.12K
$492K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.38K- 35.88% |
$119K - $130K
|
4.25K
$229K
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.42K- 25.75% |
$121K - $132K
|
6.98K
$376K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.69K- 13.59% |
$135K - $147K
|
17.1K
$922K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.87K- 19.81% |
$144K - $157K
|
11.6K
$626K
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.95K- 4.26% |
$148K - $161K
|
66.2K
$3.57M
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2.99K- 10.15% |
$150K - $163K
|
26.4K
$1.43M
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.13K- 30.44% |
$157K - $171K
|
7.15K
$385K
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.2K- 28.01% |
$160K - $175K
|
8.22K
$443K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.27K- 31.15% |
$164K - $179K
|
7.23K
$390K
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-4.19K- 67.94% |
$210K - $229K
|
1.98K
$107K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-7.2K- 40.99% |
$361K - $393K
|
10.4K
$558K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.57K- 26.13% |
$380K - $414K
|
21.4K
$1.15M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.79K- 7.47% |
$390K - $426K
|
96.5K
$5.2M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.31K- 18.06% |
$466K - $508K
|
42.2K
$2.28M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-9.42K- 10.52% |
$472K - $514K
|
80.1K
$4.32M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.5K- 32.42% |
$476K - $519K
|
19.8K
$1.07M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11K- 11.76% |
$551K - $600K
|
82.4K
$4.44M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-11.8K- 18.23% |
$590K - $643K
|
52.8K
$2.85M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-12K- 10.37% |
$604K - $658K
|
104K
$5.61M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15K- 6.58% |
$750K - $818K
|
213K
$11.5M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.8K- 2.55% |
$892K - $973K
|
679K
$36.6M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.3K- 5.13% |
$1.37M - $1.49M
|
504K
$27.2M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.7K- 26.46% |
$1.39M - $1.51M
|
76.9K
$4.15M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33.2K- 6.21% |
$1.66M - $1.81M
|
502K
$27.1M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-33.9K- 15.43% |
$1.7M - $1.85M
|
186K
$10M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-38.9K- 58.66% |
$1.95M - $2.13M
|
27.4K
$1.48M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-39.8K- 19.8% |
$2M - $2.18M
|
161K
$8.69M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40.3K- 13.75% |
$2.02M - $2.2M
|
253K
$13.6M
|