Purchases and Sales Made in Q4 2024 in First Trust Emerging Markets A (FEM)
This table provides information about the institutional ownership of First Trust Emerging Markets A (FEM) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
304+ 0.76% |
$6.7K - $7.36K
|
40.2K
$914K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
187New |
$4.12K - $4.53K
|
187
$4.25K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
175+ 1.62% |
$3.86K - $4.24K
|
11K
$250K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
164New |
$3.61K - $3.97K
|
164
$3.73K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
137+ 0.45% |
$3.02K - $3.32K
|
30.9K
$703K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
91+ 0.23% |
$2K - $2.2K
|
39.2K
$891K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
57New |
$1.26K - $1.38K
|
57
$1.3K
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
55New |
$1.21K - $1.33K
|
55
$1.25K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
44+ 0.08% |
$969 - $1.07K
|
56.4K
$1.28M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
43+ 0.61% |
$947 - $1.04K
|
7.14K
$162K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43New |
$947 - $1.04K
|
43
$978
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
15+ 0.65% |
$330 - $363
|
2.33K
$53.1K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-57- 0.27% |
$1.26K - $1.38K
|
21.2K
$482K
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-80- 0.7% |
$1.76K - $1.94K
|
11.4K
$259K
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-95- 0.99% |
$2.09K - $2.3K
|
9.51K
$216K
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-95- 0.5% |
$2.09K - $2.3K
|
18.9K
$431K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-100- 16.67% |
$2.2K - $2.42K
|
500
$11.4K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-108- 1.17% |
$2.38K - $2.61K
|
9.1K
$207K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-200- 43.76% |
$4.41K - $4.84K
|
257
$5.85K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-213- 32.57% |
$4.69K - $5.16K
|
441
$10K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-371- 0.85% |
$8.17K - $8.98K
|
43.1K
$979K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-425- 0.53% |
$9.36K - $10.3K
|
80K
$1.82M
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-586- 4.24% |
$12.9K - $14.2K
|
13.2K
$301K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-882- 7.76% |
$19.4K - $21.4K
|
10.5K
$238K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-932- 1.8% |
$20.5K - $22.6K
|
50.9K
$1.16M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-934- 0.4% |
$20.6K - $22.6K
|
232K
$5.27M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.04K- 40.17% |
$23K - $25.3K
|
1.56K
$35.4K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.5K- 3.0% |
$33.1K - $36.4K
|
48.7K
$1.11M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 5.94% |
$37K - $40.6K
|
26.6K
$604K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.82K- 4.01% |
$40.2K - $44.2K
|
43.7K
$994K
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.26K- 48.44% |
$49.8K - $54.8K
|
2.41K
$54.8K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.91K- 0.24% |
$64.2K - $70.5K
|
1.19M
$27.1M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.72K- 19.27% |
$104K - $114K
|
19.8K
$449K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.57K- 99.91% |
$145K - $159K
|
6
$137
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-6.83K- 42.44% |
$151K - $165K
|
9.27K
$211K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-7.21K- 18.82% |
$159K - $175K
|
31.1K
$708K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.29K- 11.88% |
$183K - $201K
|
61.5K
$1.4M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.34K- 0.78% |
$184K - $202K
|
1.05M
$24M
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-8.56K- 2.29% |
$188K - $207K
|
365K
$8.3M
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-8.82K- 20.55% |
$194K - $214K
|
34.1K
$776K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-13.6K- 8.28% |
$300K - $330K
|
151K
$3.43M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.2K- 45.46% |
$423K - $465K
|
23.1K
$524K
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-23.1K- 54.67% |
$508K - $558K
|
19.1K
$435K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-24.7K- 4.08% |
$545K - $599K
|
582K
$13.2M
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-32.7K- 9.97% |
$721K - $792K
|
295K
$6.72M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-294K- 10.84% |
$6.47M - $7.11M
|
2.41M
$54.9M
|