Latest Institutional Transactions on First Trust Emerging Markets A (FEM)
This table provides information on the latest institutional transactions involving First Trust Emerging Markets A (FEM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
927+ 47.27% |
$21.1K - $23.5K
|
2.89K
$64.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-279- 20.96% |
$6.36K - $7.07K
|
1.05K
$23.5K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.16K+ 8.8% |
$26.3K - $29.3K
|
14.3K
$319K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
713+ 6.96% |
$16.2K - $18.1K
|
11K
$245K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.04K+ 7.84% |
$69.2K - $77K
|
41.8K
$934K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$232K - $258K
|
10.2K
$227K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
55New |
$1.25K - $1.39K
|
55
$1.23K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
305New |
$6.95K - $7.73K
|
305
$6.81K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.61K+ 5.77% |
$36.7K - $40.8K
|
29.5K
$659K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.38KNew |
$31.4K - $34.9K
|
1.38K
$30.8K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.73KNew |
$108K - $120K
|
4.73K
$106K
|
|
| Q1 2024 | |||||||
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8- 1.49% |
$172 - $187
|
530
$11.8K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13.7KNew |
$294K - $319K
|
13.7K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
65.8K+ 131.86% |
$1.42M - $1.54M
|
116K
$2.59M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
340K+ 2216.73% |
$7.3M - $7.95M
|
355K
$7.93M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.86K- 7.41% |
$83.1K - $90.4K
|
48.2K
$1.08M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-340- 2.88% |
$7.31K - $7.96K
|
11.5K
$257K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.3K+ 3.14% |
$92.5K - $101K
|
141K
$3.15M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
168New |
$3.61K - $3.93K
|
168
$3.75K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
8.89KNew |
$191K - $208K
|
8.89K
$199K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-990- 3.92% |
$21.3K - $23.2K
|
24.3K
$542K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
31New |
$667 - $725
|
31
$693
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
96+ 0.94% |
$2.06K - $2.25K
|
10.3K
$229K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
74+ 0.24% |
$1.59K - $1.73K
|
31.1K
$695K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
610New |
$12K - $13.5K
|
610
$13.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
49.3KNew |
$972K - $1.09M
|
49.3K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.7KNew |
$211K - $236K
|
10.7K
$238K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.49K- 20.02% |
$49.1K - $55.1K
|
9.94K
$222K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.78K- 98.27% |
$154K - $172K
|
137
$3.06K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3KNew |
$59.2K - $66.4K
|
3K
$67K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
192+ 1.8% |
$3.79K - $4.25K
|
10.9K
$242K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-510- 4.82% |
$10.1K - $11.3K
|
10.1K
$225K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-990Closed |
$20.5K - $23K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-350- 35.0% |
$7.24K - $8.15K
|
650
$14.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
16.3KNew |
$337K - $379K
|
16.3K
$364K
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-407- 1.6% |
$8.42K - $9.47K
|
25K
$559K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
108KNew |
$2.23M - $2.51M
|
108K
$2.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.7K- 3.54% |
$35.1K - $39.5K
|
46.2K
$1.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
367+ 1.92% |
$7.59K - $8.54K
|
19.5K
$435K
|
|
| Q2 2023 | |||||||
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.2KNew |
$611K - $666K
|
30.2K
$674K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
66.9KNew |
$1.35M - $1.48M
|
66.9K
$1.49M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.2KNew |
$349K - $381K
|
17.2K
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
249+ 2.1% |
$5.04K - $5.5K
|
12.1K
$270K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-746- 24.68% |
$15.1K - $16.5K
|
2.28K
$50.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10.3KNew |
$209K - $228K
|
10.3K
$231K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
635New |
$13.2K - $14.3K
|
635
$14.2K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-487- 23.72% |
$10.1K - $11K
|
1.57K
$35K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-814- 7.15% |
$17K - $18.4K
|
10.6K
$236K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
168KNew |
$3.49M - $3.78M
|
168K
$3.74M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
100New |
$2.08K - $2.26K
|
100
$2.23K
|
|