FDT Institutional Ownership & Shareholders
FIRST TRUST DEVELP MKT EX-US (FDT) is currently held by 203 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $899.30M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FDT tracked by InsiderSet, reporting ownership valued at approximately $178.34M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $166.80M, representing an estimated loss of -6.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed FDT value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FIRST TRUST DEVELP MKT EX-US (FDT).
This page ranks the largest institutional FDT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
203
Total Reported Value
$899.30M
Largest Holder
Morgan Stanley
Largest Position
$178.34M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 1,883,655 | $178,339,856 | $166,797,650 | -$11,542,206 | -6.47% | |
| Lpl Financial Llc | 0.02% | 989,346 | $93,668,770 | $87,606,588 | -$6,062,182 | -6.47% | |
| Wells Fargo & Company/Mn | 0.01% | 703,298 | $66,586,490 | $62,277,038 | -$4,309,452 | -6.47% | |
| Ubs Group Ag | 0.01% | 487,833 | $46,186,565 | $43,197,612 | -$2,988,953 | -6.47% | |
| Envestnet Asset Management Inc | 0.01% | 393,613 | $37,266,252 | $34,854,431 | -$2,411,821 | -6.47% | |
| Cetera Investment Advisers | 0.03% | 358,256 | $33,918,854 | $31,723,569 | -$2,195,285 | -6.47% | |
| &Partners | 0.11% | 290,817 | $26,660,803 | $25,751,845 | -$908,958 | -3.41% | |
| Janney Montgomery Scott Llc | 0.05% | 269,443 | $25,510,000 | $23,859,178 | -$1,650,822 | -6.47% | |
| Sage Private Wealth Group, Llc | 7.74% | 246,056 | $23,053,034 | $21,788,259 | -$1,264,775 | -5.49% | |
| Raymond James Financial Inc | 0.01% | 241,768 | $22,889,986 | $21,408,556 | -$1,481,430 | -6.47% | |
| First Trust Advisors Lp | 0.01% | 235,545 | $22,300,811 | $20,857,510 | -$1,443,301 | -6.47% | |
| Royal Bank Of Canada | 0.00% | 229,938 | $21,770,000 | $20,361,010 | -$1,408,990 | -6.47% | |
| Osaic Holdings, Inc. | 0.02% | 170,519 | $16,148,112 | $15,099,457 | -$1,048,655 | -6.49% | |
| Independent Financial Group, Llc | 0.29% | 170,465 | $15,970,833 | $15,094,676 | -$876,157 | -5.49% | |
| Truist Financial Corp | 0.02% | 152,312 | $14,270,086 | $13,487,228 | -$782,858 | -5.49% | |
| Stifel Financial Corp | 0.01% | 147,520 | $13,966,899 | $13,062,896 | -$904,003 | -6.47% | |
| Assetmark, Inc | 0.02% | 132,435 | $12,407,835 | $11,727,119 | -$680,716 | -5.49% | |
| Kingsview Wealth Management, Llc | 0.12% | 105,456 | $9,984,270 | $9,338,129 | -$646,141 | -6.47% | |
| Susquehanna International Group, Llp | 0.01% | 105,338 | $9,973,138 | $9,327,680 | -$645,458 | -6.47% | |
| Commonwealth Equity Services, Llc | 0.01% | 103,608 | $9,707,040 | $9,174,488 | -$532,552 | -5.49% | |
| Benjamin Edwards Inc | 0.09% | 100,556 | $9,523,677 | $8,904,234 | -$619,443 | -6.50% | |
| Mainsail Financial Group, Llc | 3.03% | 96,044 | $8,998,378 | $8,504,696 | -$493,682 | -5.49% | |
| Mml Investors Services, Llc | 0.01% | 75,893 | $7,185,312 | $6,720,325 | -$464,987 | -6.47% | |
| Kestra Private Wealth Services, Llc | 0.07% | 68,249 | $6,394,214 | $6,043,449 | -$350,765 | -5.49% | |
| Jones Financial Companies Lllp | 0.00% | 66,388 | $6,253,699 | $5,878,657 | -$375,042 | -6.00% | |
| Crusonia Wealth Advisors Llc | 0.87% | 61,528 | $5,764,545 | $5,448,304 | -$316,241 | -5.49% | |
| Koshinski Asset Management, Inc. | 0.27% | 55,592 | $5,208,441 | $4,922,672 | -$285,769 | -5.49% | |
| Ameriprise Financial Inc | 0.00% | 51,043 | $4,832,612 | $4,519,858 | -$312,754 | -6.47% | |
| Vestgen Advisors, Llc | 0.14% | 47,371 | $4,438,189 | $4,194,702 | -$243,487 | -5.49% | |
| Private Advisor Group, Llc | 0.02% | 45,130 | $4,272,788 | $3,996,262 | -$276,527 | -6.47% | |
| Newedge Advisors, Llc | 0.01% | 44,963 | $4,257,021 | $3,981,474 | -$275,547 | -6.47% | |
| D.A. Davidson & Co. | 0.02% | 43,914 | $4,114,376 | $3,888,585 | -$225,791 | -5.49% | |
| Lvz, Inc. | 0.42% | 43,832 | $4,106,620 | $3,881,324 | -$225,296 | -5.49% | |
| Redhawk Wealth Advisors, Inc. | 0.40% | 42,489 | $3,980,805 | $3,762,401 | -$218,404 | -5.49% | |
| Tpg Financial Advisors, Llc | 1.18% | 41,866 | $3,963,768 | $3,707,234 | -$256,534 | -6.47% | |
| Stonex Group Inc. | 0.16% | 40,633 | $3,853,804 | $3,598,052 | -$255,752 | -6.64% | |
| Harbour Investments, Inc. | 0.05% | 39,233 | $3,714,449 | $3,474,082 | -$240,367 | -6.47% | |
| Equitable Holdings, Inc. | 0.02% | 37,139 | $3,516,247 | $3,288,658 | -$227,589 | -6.47% | |
| Prospera Financial Services Inc | 0.05% | 34,358 | $3,252,974 | $3,042,401 | -$210,573 | -6.47% | |
| L & S Advisors Inc | 0.33% | 34,171 | $3,235,238 | $3,025,842 | -$209,396 | -6.47% | |
| Atria Investments, Inc | 0.03% | 33,636 | $3,151,377 | $2,978,468 | -$172,909 | -5.49% | |
| Allie Family Office Llc | 1.12% | 32,052 | $3,034,603 | $2,838,205 | -$196,398 | -6.47% | |
| Arwa Llc | 1.05% | 31,033 | $2,851,861 | $2,747,972 | -$103,889 | -3.64% | |
| Towerpoint Wealth, Llc | 0.99% | 29,783 | $2,790,389 | $2,637,285 | -$153,104 | -5.49% | |
| Bank Of New York Mellon Corp | 0.00% | 28,812 | $2,727,885 | $2,551,303 | -$176,582 | -6.47% | |
| Ifp Advisors, Inc | 0.04% | 27,870 | $2,611,140 | $2,467,889 | -$143,252 | -5.49% | |
| Mgo One Seven Llc | 0.04% | 26,954 | $2,525,325 | $2,386,777 | -$138,548 | -5.49% | |
| Gateway Wealth Partners, Llc | 0.15% | 26,178 | $2,478,490 | $2,318,062 | -$160,428 | -6.47% | |
| Cwm, Llc | 0.01% | 25,609 | $2,226,181 | $2,267,677 | +$41,496 | +1.86% | |
| Coign Capital Advisors Llc | 0.94% | 22,114 | $2,093,698 | $1,958,195 | -$135,503 | -6.47% |
Frequently asked questions about FDT
Who are the largest institutional holders of FDT?
The largest institutional holders of FDT reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, Ubs Group Ag, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported FDT position.
What is FDT institutional ownership?
This page tracks FDT positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST DEVELP MKT EX-US (FDT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FDT?
InsiderSet currently tracks 203 institutional managers reporting FDT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FDT shareholders.
How much FDT stock do institutions own?
Institutional investment managers disclosed approximately $899.30M in FDT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FDT institutional ownership last updated?
The latest FDT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FDT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FDT position after the reporting date.
Are institutions buying or selling FDT?
Institutional buying and selling can be analyzed by comparing FDT positions across consecutive 13F reporting periods. InsiderSet's FDT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FDT ownership changes.
How has FDT institutional ownership changed over time?
InsiderSet tracks FDT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.