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
$13.3M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.4K+ 10.8% |
$2.47M - $2.68M
|
476K
$27.2M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
28.3KNew |
$1.51M - $1.64M
|
28.3K
$1.62M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
20.3K+ 16.53% |
$1.08M - $1.17M
|
143K
$8.18M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.3K+ 43.45% |
$869K - $941K
|
53.8K
$3.08M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
15.5K+ 290.72% |
$824K - $893K
|
20.8K
$1.19M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.51KNew |
$506K - $549K
|
9.51K
$543K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.57K+ 35.79% |
$457K - $495K
|
32.5K
$1.86M
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.25KNew |
$386K - $418K
|
7.25K
$414K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
5.46K+ 8.08% |
$291K - $315K
|
73K
$4.17M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.36K+ 130.52% |
$285K - $309K
|
9.46K
$540K
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.57K+ 6.33% |
$243K - $264K
|
76.8K
$4.38M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.25K+ 36.21% |
$227K - $245K
|
16K
$913K
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4.2KNew |
$224K - $242K
|
4.2K
$240K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.93K+ 9.41% |
$210K - $227K
|
45.7K
$2.61M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.02K+ 6.24% |
$161K - $174K
|
51.4K
$2.93M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3K+ 0.64% |
$160K - $173K
|
468K
$26.7M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.34KNew |
$124K - $135K
|
2.34K
$133K
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.16K+ 3.94% |
$115K - $125K
|
57K
$3.26M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.07K+ 13.83% |
$110K - $120K
|
17.1K
$974K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.95K+ 7.13% |
$104K - $113K
|
29.4K
$1.68M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.86K+ 6.94% |
$99.2K - $108K
|
28.7K
$1.64M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.76K+ 8.16% |
$93.5K - $101K
|
23.3K
$1.33M
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.45K+ 5.51% |
$77.2K - $83.6K
|
27.7K
$1.58M
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.41K+ 14.89% |
$74.9K - $81.2K
|
10.8K
$619K
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
854+ 2.85% |
$45.5K - $49.3K
|
30.9K
$1.76M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
772+ 17.39% |
$41.1K - $44.6K
|
5.21K
$298K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
741+ 39.12% |
$39.5K - $42.8K
|
2.64K
$150K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
630+ 4.9% |
$33.6K - $36.4K
|
13.5K
$770K
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
534+ 14.1% |
$28.4K - $30.8K
|
4.32K
$247K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
499+ 4.77% |
$26.6K - $28.8K
|
11K
$626K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
462+ 26.94% |
$24.6K - $26.7K
|
2.18K
$124K
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
441+ 1.99% |
$23.5K - $25.5K
|
22.6K
$1.29M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
373New |
$19.9K - $21.5K
|
373
$21.3K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
332New |
$17.7K - $19.2K
|
332
$19K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
294+ 3.66% |
$15.7K - $17K
|
8.33K
$476K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
265+ 3.34% |
$14.1K - $15.3K
|
8.21K
$469K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
255+ 1.02% |
$13.6K - $14.7K
|
25.2K
$1.44M
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
249+ 1.94% |
$13.3K - $14.4K
|
13.1K
$749K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
169+ 3.03% |
$9K - $9.75K
|
5.74K
$328K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
152+ 3.7% |
$8.1K - $8.77K
|
4.26K
$243K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
119New |
$6.34K - $6.87K
|
119
$6.8K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
118New |
$6.29K - $6.81K
|
118
$6.74K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
61New |
$3.25K - $3.52K
|
61
$3.48K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
57New |
$3.04K - $3.29K
|
57
$3.26K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
44+ 1.09% |
$2.34K - $2.54K
|
4.09K
$233K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
43+ 0.12% |
$2.29K - $2.48K
|
34.6K
$1.98M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
28+ 1.07% |
$1.49K - $1.62K
|
2.66K
$152K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 1.92% |
$266 - $289
|
266
$15.2K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.76% |
$53.3 - $57.7
|
130
$7.42K
|