Latest Institutional Transactions on First Trust Emerging Markets S (FEMS)
This table provides information on the latest institutional transactions involving First Trust Emerging Markets S (FEMS) 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 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
6.16KNew |
$234K - $262K
|
6.16K
$241K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7- 0.32% |
$266 - $297
|
2.2K
$86K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
75New |
$2.85K - $3.18K
|
75
$2.93K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-961- 15.86% |
$36.5K - $40.8K
|
5.1K
$199K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.29KNew |
$48.9K - $54.6K
|
1.29K
$50.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.83KNew |
$298K - $332K
|
7.83K
$306K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.1K+ 37.98% |
$384K - $428K
|
36.7K
$1.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
20+ 1.26% |
$760 - $849
|
1.61K
$62.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.53K+ 1.44% |
$134K - $150K
|
249K
$9.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.3K+ 4.99% |
$734K - $820K
|
406K
$15.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
565+ 3.09% |
$21.5K - $24K
|
18.9K
$738K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
544+ 0.83% |
$20.7K - $23.1K
|
65.9K
$2.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-127- 25.4% |
$4.83K - $5.39K
|
373
$14.6K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.12KNew |
$42.4K - $47.4K
|
1.12K
$43.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-648- 86.17% |
$24.6K - $27.5K
|
104
$4.07K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
224+ 3.21% |
$8.52K - $9.51K
|
7.21K
$282K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
13+ 0.23% |
$494 - $552
|
5.6K
$219K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
530New |
$20.2K - $22.5K
|
530
$20.7K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
34New |
$1.29K - $1.44K
|
34
$1.33K
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-9.47KClosed |
$350K - $374K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.18KNew |
$266K - $284K
|
7.18K
$281K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
104KNew |
$3.86M - $4.12M
|
104K
$4.08M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.61K+ 21.18% |
$245K - $261K
|
37.8K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.5K- 15.55% |
$536K - $572K
|
78.7K
$3.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1New |
$37 - $39.5
|
1
$39.1
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
135New |
$5K - $5.33K
|
135
$5.28K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-197- 11.53% |
$7.29K - $7.78K
|
1.51K
$59.1K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.27KNew |
$195K - $208K
|
5.27K
$206K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
500+ 1000.0% |
$17.8K - $19.2K
|
550
$21.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
194+ 0.58% |
$6.91K - $7.46K
|
33.8K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-58.5K- 87.64% |
$2.08M - $2.25M
|
8.25K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.48K- 26.3% |
$124K - $134K
|
9.76K
$381K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
471New |
$16.8K - $18.1K
|
471
$18.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
382+ 5.41% |
$13.6K - $14.7K
|
7.45K
$291K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
14.4KNew |
$512K - $553K
|
14.4K
$562K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-9.18K- 13.58% |
$327K - $353K
|
58.4K
$2.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
289+ 0.44% |
$10.3K - $11.1K
|
65.6K
$2.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
3.06K+ 18.88% |
$109K - $117K
|
19.2K
$752K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.51K- 11.08% |
$53.9K - $58.2K
|
12.1K
$475K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-132- 1.57% |
$4.8K - $5.21K
|
8.29K
$324K
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-2.98K- 7.93% |
$108K - $118K
|
34.6K
$1.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
13.7KNew |
$496K - $539K
|
13.7K
$534K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
500+ 1000.0% |
$18.2K - $19.7K
|
550
$21.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.83K+ 52.41% |
$103K - $112K
|
8.23K
$322K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
54.7KNew |
$1.92M - $2.1M
|
54.7K
$2.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.86KNew |
$345K - $379K
|
9.86K
$386K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-249- 96.51% |
$8.72K - $9.58K
|
9
$352
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.91K- 97.95% |
$66.9K - $73.5K
|
40
$1.56K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-66- 66.0% |
$2.42K - $2.68K
|
34
$1.33K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
35.9KNew |
$1.32M - $1.46M
|
35.9K
$1.4M
|
|