Purchases and Sales Made in Q1 2024 in First Trust Emerging Markets A (FEM)
This table provides information about the institutional ownership of First Trust Emerging Markets A (FEM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
476K+ 22.07% |
$10.2M - $11.1M
|
2.63M
$58.6M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
476K+ 22.07% |
$10.2M - $11.1M
|
2.63M
$58.6M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
403K+ 703.0% |
$8.67M - $9.43M
|
460K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
340K+ 2216.73% |
$7.3M - $7.95M
|
355K
$7.9M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
181K+ 20.07% |
$3.89M - $4.23M
|
1.08M
$24.1M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
65.8K+ 131.86% |
$1.42M - $1.54M
|
116K
$2.58M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
51.8KNew |
$1.11M - $1.21M
|
51.8K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.8K+ 26.0% |
$727K - $791K
|
164K
$3.65M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.7K+ 3.45% |
$703K - $765K
|
979K
$21.8M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
32.5K+ 9.96% |
$698K - $760K
|
359K
$7.98M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
30.6K+ 40.12% |
$659K - $717K
|
107K
$2.38M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
17KNew |
$365K - $397K
|
17K
$378K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.7K+ 0.92% |
$295K - $321K
|
1.51M
$33.6M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13.7KNew |
$294K - $319K
|
13.7K
$304K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
13.1KNew |
$282K - $307K
|
13.1K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.4KNew |
$266K - $289K
|
12.4K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.8K+ 1.65% |
$233K - $253K
|
666K
$14.8M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.7K+ 24.5% |
$231K - $251K
|
54.6K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.89KNew |
$213K - $231K
|
9.89K
$220K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
9.88KNew |
$213K - $231K
|
9.88K
$220K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.5KNew |
$204K - $222K
|
9.5K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.15KNew |
$197K - $214K
|
9.15K
$204K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
8.89KNew |
$191K - $208K
|
8.89K
$198K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.51K+ 6.26% |
$140K - $152K
|
110K
$2.46M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.5K+ 19.22% |
$96.7K - $105K
|
27.9K
$621K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.35K+ 11.82% |
$93.6K - $102K
|
41.2K
$916K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.3K+ 3.14% |
$92.5K - $101K
|
141K
$3.14M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.45K+ 16.56% |
$74.2K - $80.7K
|
24.3K
$541K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.45K+ 10.96% |
$52.8K - $57.4K
|
24.8K
$553K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.25K+ 18.91% |
$48.4K - $52.7K
|
14.2K
$315K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.92K+ 18.61% |
$41.3K - $45K
|
12.2K
$273K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.72K+ 8.76% |
$37.1K - $40.3K
|
21.4K
$477K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.64K+ 4.42% |
$35.3K - $38.4K
|
38.8K
$863K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.49K+ 3.78% |
$32.1K - $34.9K
|
40.9K
$911K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.36K+ 10.6% |
$29.1K - $31.7K
|
14.1K
$315K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.25K+ 176.98% |
$27K - $29.3K
|
1.96K
$43.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.06K+ 1.18% |
$22.7K - $24.7K
|
90.7K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
909+ 3.25% |
$19.6K - $21.3K
|
28.9K
$643K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
847+ 2.83% |
$18.2K - $19.8K
|
30.7K
$684K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
822+ 2.56% |
$17.7K - $19.2K
|
33K
$734K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
811+ 0.16% |
$17.4K - $19K
|
518K
$11.5M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
569+ 1.87% |
$12.2K - $13.3K
|
31K
$690K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
521+ 13.43% |
$11.2K - $12.2K
|
4.4K
$97.9K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
399+ 3.74% |
$8.58K - $9.34K
|
11.1K
$246K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
395+ 1.73% |
$8.5K - $9.24K
|
23.2K
$517K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
338+ 0.66% |
$7.27K - $7.91K
|
51.6K
$1.15M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
168New |
$3.61K - $3.93K
|
168
$3.74K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
154New |
$3.31K - $3.6K
|
154
$3.43K
|
|
|
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
$692K
|