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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
36KNew |
$794K - $873K
|
36K
$800K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
17.5K+ 3.88% |
$385K - $424K
|
468K
$10.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.8K+ 2.48% |
$303K - $333K
|
569K
$12.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
11.1KNew |
$245K - $269K
|
11.1K
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.1K+ 10.34% |
$244K - $269K
|
118K
$2.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.54K+ 14.2% |
$100K - $110K
|
36.5K
$811K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.53K+ 8.09% |
$55.7K - $61.2K
|
33.8K
$749K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.1K+ 1.16% |
$24.1K - $26.5K
|
95.6K
$2.12M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
974+ 3.11% |
$21.5K - $23.6K
|
32.3K
$716K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
773+ 16.35% |
$17K - $18.7K
|
5.5K
$122K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
443+ 1.66% |
$9.76K - $10.7K
|
27.2K
$604K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
91+ 0.23% |
$2K - $2.2K
|
39.2K
$869K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
57New |
$1.26K - $1.38K
|
57
$1.26K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
55New |
$1.21K - $1.33K
|
55
$1.22K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
44+ 0.08% |
$969 - $1.07K
|
56.4K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
43+ 0.61% |
$947 - $1.04K
|
7.14K
$158K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
15+ 0.65% |
$330 - $363
|
2.33K
$51.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-586- 4.24% |
$12.9K - $14.2K
|
13.2K
$294K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-882- 7.76% |
$19.4K - $21.4K
|
10.5K
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.04K- 40.17% |
$23K - $25.3K
|
1.56K
$34.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.57K- 99.91% |
$145K - $159K
|
6
$133
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-6.83K- 42.44% |
$151K - $165K
|
9.27K
$206K
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-8.56K- 2.29% |
$188K - $207K
|
365K
$8.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-8.82K- 20.55% |
$194K - $214K
|
34.1K
$757K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-13.6K- 8.28% |
$300K - $330K
|
151K
$3.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.2K- 45.46% |
$423K - $465K
|
23.1K
$512K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-23.1K- 54.67% |
$508K - $558K
|
19.1K
$424K
|