Purchases and Sales Made in Q4 2023 in First Trust Developed Markets (FDT)
This table provides information about the institutional ownership of First Trust Developed Markets (FDT) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
130K+ 594.61% |
$6.16M - $6.88M
|
152K
$8.15M
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
97.7K+ 40.65% |
$4.61M - $5.16M
|
338K
$18.1M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
60K+ 81.4% |
$2.83M - $3.17M
|
134K
$7.15M
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
45.8K+ 357.55% |
$2.16M - $2.42M
|
58.6K
$3.14M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.4K+ 598.48% |
$1.48M - $1.66M
|
36.7K
$1.96M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
29.8KNew |
$1.41M - $1.57M
|
29.8K
$1.59M
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.9KNew |
$1.08M - $1.21M
|
22.9K
$1.23M
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
20.4K+ 50.24% |
$963K - $1.08M
|
61K
$3.26M
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.85KNew |
$465K - $520K
|
9.85K
$527K
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.3K+ 43.74% |
$345K - $385K
|
24K
$1.28M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.37K+ 7.5% |
$301K - $336K
|
91.2K
$4.88M
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
5.29K+ 7.8% |
$250K - $279K
|
73.1K
$3.91M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.83KNew |
$228K - $255K
|
4.83K
$258K
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.18K+ 15.97% |
$197K - $221K
|
30.4K
$1.62M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.81K+ 30.28% |
$133K - $148K
|
12.1K
$647K
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.78K+ 17.76% |
$131K - $147K
|
18.4K
$987K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.45K+ 10.08% |
$116K - $129K
|
26.7K
$1.43M
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.31K+ 7.87% |
$109K - $122K
|
31.6K
$1.69M
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.27K+ 39.81% |
$107K - $120K
|
7.98K
$427K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.09KNew |
$98.8K - $110K
|
2.09K
$112K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.92K+ 10.32% |
$90.8K - $102K
|
20.6K
$1.1M
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.27K+ 7.47% |
$59.9K - $67K
|
18.3K
$977K
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.14K+ 16.29% |
$53.6K - $60K
|
8.11K
$434K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.07K+ 7.28% |
$50.4K - $56.3K
|
15.7K
$841K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
738New |
$34.8K - $39K
|
738
$39.5K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
650New |
$30.7K - $34.3K
|
650
$34.8K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
600+ 141.84% |
$28.3K - $31.7K
|
1.02K
$54.7K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
469+ 52.82% |
$22.1K - $24.8K
|
1.36K
$72.6K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
400New |
$18.9K - $21.1K
|
400
$21.4K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
378+ 1.91% |
$17.8K - $20K
|
20.2K
$1.08M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
324+ 13.92% |
$15.3K - $17.1K
|
2.65K
$142K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
279+ 3.91% |
$13.2K - $14.7K
|
7.42K
$397K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
211+ 0.35% |
$9.96K - $11.1K
|
60.1K
$3.22M
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
99+ 1.69% |
$4.67K - $5.23K
|
5.95K
$319K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
90New |
$4.25K - $4.75K
|
90
$4.82K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
60New |
$2.83K - $3.17K
|
60
$3.21K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
46New |
$2.17K - $2.43K
|
46
$2.46K
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
44+ 0.54% |
$2.08K - $2.32K
|
8.27K
$442K
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30+ 0.71% |
$1.42K - $1.58K
|
4.28K
$229K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24+ 0.31% |
$1.13K - $1.27K
|
7.69K
$412K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
16+ 0.53% |
$756 - $845
|
3.03K
$162K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
15New |
$708 - $792
|
15
$803
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 0.82% |
$472 - $528
|
1.22K
$65.4K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11- 14.29% |
$519 - $581
|
66
$3.53K
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-50- 0.16% |
$2.36K - $2.64K
|
30.9K
$1.65M
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-56- 0.77% |
$2.64K - $2.96K
|
7.24K
$387K
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-65- 49.62% |
$3.07K - $3.43K
|
66
$3.53K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-86- 0.94% |
$4.06K - $4.54K
|
9.03K
$483K
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-100- 9.85% |
$4.72K - $5.28K
|
915
$49K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-114- 21.03% |
$5.38K - $6.02K
|
428
$22.9K
|