Purchases and Sales Made in Q4 2023 in First Trust Emerging Markets A (FEM)
This table provides information about the institutional ownership of First Trust Emerging Markets A (FEM) during Q4 2023. 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 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
259K+ 1404.0% |
$5.11M - $5.72M
|
277K
$6.19M
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
109K+ 388.88% |
$2.14M - $2.4M
|
136K
$3.05M
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
96.6K+ 42.11% |
$1.91M - $2.14M
|
326K
$7.28M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
87.9K+ 270.66% |
$1.74M - $1.95M
|
120K
$2.69M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.6K+ 136.81% |
$1.24M - $1.39M
|
108K
$2.42M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
60KNew |
$1.18M - $1.33M
|
60K
$1.34M
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
49.3KNew |
$972K - $1.09M
|
49.3K
$1.1M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
43.9KNew |
$866K - $971K
|
43.9K
$980K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.8K+ 6.13% |
$747K - $837K
|
655K
$14.6M
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
28.9K+ 26.8% |
$571K - $640K
|
137K
$3.06M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.7K+ 7.56% |
$548K - $614K
|
395K
$8.82M
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
25.8K+ 51.17% |
$510K - $572K
|
76.3K
$1.71M
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
17.6KNew |
$348K - $390K
|
17.6K
$394K
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
15.1KNew |
$297K - $333K
|
15.1K
$336K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.8K+ 19.14% |
$273K - $306K
|
86K
$1.92M
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.7K+ 230.28% |
$271K - $304K
|
19.7K
$440K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
12.8K+ 52.64% |
$253K - $283K
|
37.1K
$830K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.8KNew |
$252K - $283K
|
12.8K
$286K
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11.9KNew |
$235K - $263K
|
11.9K
$266K
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
11.4K+ 2.84% |
$225K - $253K
|
413K
$9.23M
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.7KNew |
$211K - $236K
|
10.7K
$238K
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.48KNew |
$187K - $210K
|
9.48K
$212K
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
9.06KNew |
$179K - $200K
|
9.06K
$202K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.32K+ 34.91% |
$164K - $184K
|
32.1K
$718K
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.96K+ 21.44% |
$137K - $154K
|
39.4K
$881K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.96K+ 1.17% |
$118K - $132K
|
517K
$11.5M
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5.61KNew |
$111K - $124K
|
5.61K
$125K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.92K+ 7.94% |
$97.2K - $109K
|
66.9K
$1.5M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.35K+ 9.27% |
$85.9K - $96.3K
|
51.3K
$1.15M
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.16K+ 17.44% |
$82K - $92K
|
28K
$625K
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.34K+ 16.63% |
$65.9K - $73.8K
|
23.4K
$523K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3KNew |
$59.2K - $66.4K
|
3K
$67K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.48K+ 177.0% |
$48.9K - $54.8K
|
3.88K
$86.6K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.41K+ 12.04% |
$47.5K - $53.2K
|
22.4K
$500K
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.21K+ 2.53% |
$43.7K - $49K
|
89.6K
$2M
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.14K+ 6.16% |
$42.1K - $47.2K
|
36.8K
$823K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.09K+ 2.75% |
$41.3K - $46.3K
|
78.1K
$1.74M
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.33K+ 2.51% |
$26.3K - $29.4K
|
54.4K
$1.22M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.12K+ 7.85% |
$22K - $24.7K
|
15.3K
$342K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
714+ 3.55% |
$14.1K - $15.8K
|
20.8K
$465K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
699+ 3.16% |
$13.8K - $15.5K
|
22.8K
$510K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
610New |
$12K - $13.5K
|
610
$13.6K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
538New |
$10.6K - $11.9K
|
538
$12K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
378+ 4.11% |
$7.46K - $8.37K
|
9.57K
$214K
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
239+ 0.96% |
$4.72K - $5.29K
|
25.2K
$564K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
192+ 1.8% |
$3.79K - $4.25K
|
10.9K
$242K
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
172+ 1.69% |
$3.4K - $3.81K
|
10.3K
$231K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
43+ 0.14% |
$849 - $952
|
30.4K
$680K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
26New |
$513 - $575
|
26
$581
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
23+ 1.36% |
$454 - $509
|
1.71K
$38.2K
|