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 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
63+ 0.62% |
$1.36K - $1.47K
|
10.2K
$229K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31+ 0.11% |
$667 - $725
|
29.3K
$654K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
31New |
$667 - $725
|
31
$693
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
17+ 0.19% |
$366 - $398
|
9.07K
$203K
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14+ 0.3% |
$301 - $328
|
4.63K
$103K
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14+ 0.07% |
$301 - $328
|
21.3K
$475K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.45% |
$43 - $46.8
|
446
$9.96K
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8- 1.49% |
$172 - $187
|
530
$11.8K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-10- 0.43% |
$215 - $234
|
2.31K
$51.6K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-19- 0.09% |
$409 - $445
|
20.2K
$451K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-27- 0.28% |
$581 - $632
|
9.45K
$211K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-107- 1.61% |
$2.3K - $2.5K
|
6.55K
$146K
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-144- 0.31% |
$3.1K - $3.37K
|
47K
$1.05M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-210- 0.24% |
$4.52K - $4.91K
|
85.8K
$1.92M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-222- 3.11% |
$4.78K - $5.19K
|
6.92K
$155K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-269- 15.73% |
$5.79K - $6.29K
|
1.44K
$32.2K
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-340- 2.88% |
$7.31K - $7.96K
|
11.5K
$257K
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-451- 4.09% |
$9.7K - $10.6K
|
10.6K
$236K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-507- 1.15% |
$10.9K - $11.9K
|
43.6K
$975K
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-574- 5.48% |
$12.3K - $13.4K
|
9.9K
$221K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-585- 2.03% |
$12.6K - $13.7K
|
28.3K
$632K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-599- 6.26% |
$12.9K - $14K
|
8.97K
$200K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-700- 34.47% |
$15.1K - $16.4K
|
1.33K
$29.7K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-758- 2.03% |
$16.3K - $17.7K
|
36.6K
$818K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-942- 7.35% |
$20.3K - $22K
|
11.9K
$265K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-980- 17.48% |
$21.1K - $22.9K
|
4.63K
$103K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-990- 3.92% |
$21.3K - $23.2K
|
24.3K
$542K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.13K- 2.73% |
$24.2K - $26.3K
|
40.1K
$895K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.63K- 3.65% |
$35K - $38K
|
42.9K
$959K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.67K- 5.4% |
$35.9K - $39K
|
29.2K
$653K
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.06K- 7.87% |
$44.3K - $48.2K
|
24.1K
$538K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.58K- 4.67% |
$55.6K - $60.5K
|
52.8K
$1.18M
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-3.06K- 64.82% |
$65.9K - $71.7K
|
1.66K
$37.2K
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-3.34K- 22.2% |
$71.9K - $78.2K
|
11.7K
$262K
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.67K- 8.35% |
$79K - $85.9K
|
40.3K
$900K
|
|
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 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-4.13K- 15.7% |
$88.9K - $96.7K
|
22.2K
$496K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.24K- 6.72% |
$113K - $123K
|
72.8K
$1.63M
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.01K- 0.98% |
$129K - $141K
|
609K
$13.6M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.89KClosed |
$213K - $231K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.7K- 15.03% |
$229K - $249K
|
60.2K
$1.35M
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-14.1K- 25.86% |
$303K - $329K
|
40.3K
$901K
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-14.1K- 3.41% |
$303K - $329K
|
399K
$8.91M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.4K- 21.48% |
$309K - $336K
|
52.6K
$1.17M
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.4K- 0.81% |
$460K - $500K
|
2.63M
$58.8M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.2K- 2.51% |
$543K - $590K
|
979K
$21.9M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-31.3K- 31.55% |
$673K - $732K
|
67.9K
$1.52M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-35.5K- 5.21% |
$763K - $831K
|
646K
$14.4M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-50.2K- 9.38% |
$1.08M - $1.17M
|
485K
$10.8M
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-107K- 78.51% |
$2.3M - $2.51M
|
29.3K
$655K
|