Purchases and Sales Made in Q2 2021 in First Trust Emerging Markets A (FEM)
This table provides information about the institutional ownership of First Trust Emerging Markets A (FEM) during Q2 2021. The information is specifically focused on institutions that hold shares of FIRST TRUST EMERGING MARKETS A.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
257+ 2.4% |
$6.85K - $7.42K
|
11K
$246K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
205New |
$5.47K - $5.92K
|
205
$4.59K
|
|
Aug 13, 2021
Q2 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
148+ 0.75% |
$3.95K - $4.27K
|
20K
$447K
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
141+ 1.34% |
$3.76K - $4.07K
|
10.7K
$238K
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
131+ 1.68% |
$3.49K - $3.78K
|
7.94K
$178K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
114+ 0.62% |
$3.04K - $3.29K
|
18.5K
$413K
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
80+ 10.04% |
$2.13K - $2.31K
|
877
$19.6K
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
15+ 0.72% |
$400 - $433
|
2.1K
$46.9K
|
|
Aug 13, 2021
Q2 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
11+ 0.05% |
$293 - $318
|
20.6K
$460K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 0.19% |
$187 - $202
|
3.76K
$84.1K
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
4+ 0.94% |
$107 - $116
|
429
$9.6K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.0% |
$26.7 - $28.9
|
46.9K
$1.05M
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 7.41% |
$53.3 - $57.8
|
25
$559
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-21- 0.11% |
$560 - $606
|
19.8K
$444K
|
|
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-27- 4.39% |
$720 - $780
|
588
$13.2K
|
|
Aug 16, 2021
Q2 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-54- 0.3% |
$1.44K - $1.56K
|
17.9K
$400K
|
|
Jul 28, 2021
Q2 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-59- 0.51% |
$1.57K - $1.7K
|
11.4K
$256K
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-72- 16.86% |
$1.92K - $2.08K
|
355
$7.94K
|
|
Aug 02, 2021
Q2 2021
|
Element Wealth, LLC
|
SELL
|
- |
-127- 0.95% |
$3.39K - $3.67K
|
13.2K
$295K
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-475- 32.38% |
$12.7K - $13.7K
|
992
$22.2K
|
|
Aug 10, 2021
Q2 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-502- 4.9% |
$13.4K - $14.5K
|
9.74K
$218K
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-575- 3.3% |
$15.3K - $16.6K
|
16.8K
$377K
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-597- 1.92% |
$15.9K - $17.2K
|
30.4K
$681K
|
|
Jul 15, 2021
Q2 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-649- 5.38% |
$17.3K - $18.7K
|
11.4K
$255K
|
|
Jul 23, 2021
Q2 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-775- 1.52% |
$20.7K - $22.4K
|
50.4K
$1.13M
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-791Closed |
$21.1K - $22.8K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Chiron Capital Management, LLC
|
SELL
|
- |
-838- 3.38% |
$22.3K - $24.2K
|
24K
$536K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-902- 0.9% |
$24K - $26K
|
99.2K
$2.22M
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-956- 3.77% |
$25.5K - $27.6K
|
24.4K
$545K
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.32K- 8.47% |
$35.2K - $38.2K
|
14.3K
$320K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.62K- 28.48% |
$43.2K - $46.8K
|
4.07K
$91.1K
|
|
Aug 03, 2021
Q2 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.65K- 3.62% |
$43.9K - $47.5K
|
43.8K
$979K
|
|
Aug 09, 2021
Q2 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.66K- 4.68% |
$44.3K - $47.9K
|
33.8K
$756K
|
|
Aug 11, 2021
Q2 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.95K- 7.57% |
$52K - $56.4K
|
23.8K
$533K
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.53K- 24.03% |
$67.6K - $73.2K
|
8.01K
$179K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.79K- 5.17% |
$101K - $109K
|
69.5K
$1.55M
|
|
Jul 30, 2021
Q2 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.89K- 16.88% |
$104K - $112K
|
19.2K
$428K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.62KClosed |
$123K - $133K
|
0
$0
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.87K- 23.8% |
$130K - $141K
|
15.6K
$348K
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.43K- 28.75% |
$145K - $157K
|
13.4K
$301K
|
|
Jul 23, 2021
Q2 2021
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-6.28K- 40.32% |
$167K - $181K
|
9.29K
$208K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.58KClosed |
$175K - $190K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-8.05KClosed |
$215K - $232K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.5K- 39.87% |
$227K - $246K
|
12.8K
$287K
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-8.55K- 47.9% |
$228K - $247K
|
9.3K
$208K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.14K- 2.84% |
$244K - $264K
|
313K
$7M
|
|
Sep 01, 2021
Q2 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10.3KClosed |
$274K - $297K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-10.3KClosed |
$275K - $298K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.7K- 20.31% |
$284K - $308K
|
41.8K
$936K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11.4K- 27.12% |
$303K - $328K
|
30.6K
$683K
|