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Disclosery

FEM FIRST TR EXCH TRD ALPHDX FD

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EMERG MKT ALPH (fund)

100 managers (101 13F filers) reported a position in FEM shares at 2025-03-31, 12,963,110 shares in all. 7 filers opened a position and 16 filers sold out during the quarter.

Managers
100
13F filers
101
New
7
Added
42
Reduced
42
Sold out
16
Shares held by filers
12,963,110

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY2,320,672$53M<0.01%-92,96213F-HRTimelineGroup
LPL Financial LLC1,080,852$24.7M0.01%-111,48213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,047,564$23.9M0.01%-6,76013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,025,425$23.4M<0.01%-13,75313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,011,765$23.1M0.01%-320,87113F-HRTimelineGroup
UBS Group AGin group UBS Group AG617,631$14.1M<0.01%+35,77513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding598,889$13.7M+13,068Timeline
Empirical Financial Services, LLC d.b.a…573,292$13.1M0.34%+4,08413F-HRTimeline
Sanctuary Advisors, LLC475,542$10.9M0.08%+7,46713F-HRTimeline
OLD MISSION CAPITAL LLC394,725$9.02M0.17%+99,22613F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD313,808$7.17M0.02%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC282,305$6.45M<0.01%+13,73313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp273,541$6.25M<0.01%+4,99613F-HRTimelineGroup
Cetera Investment Advisers260,251$5.95M0.01%+28,69213F-HRTimeline
Cambridge Investment Research Advisors,…194,612$4.45M0.02%+8,50313F-HRTimeline
Private Advisor Group, LLC186,499$4.26M0.03%+10,48313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC179,574$4.1M0.01%-4,84913F-HRTimelineGroup
Kingsview Wealth Management, LLC132,812$3.04M0.06%-18,02113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC100,453$2.3M<0.01%-49,93013F-HR/ATimelineGroup
Midwest Financial Group LLC95,020$2.17M1.26%-56613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.76,948$1.76M<0.01%+9,44113F-HRTimelineGroup
AE Wealth Management LLC75,976$1.74M0.01%-4,01013F-HRTimeline
Atria Investments, Inc72,739$1.66M0.02%+2,94713F-HRTimeline
Prospera Financial Services Inc66,871$1.53M0.04%-1,96313F-HRTimeline
Coppell Advisory Solutions LLC62,135$1.4M0.2%-70,61613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.60,478$1.38M0.01%-26,68413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC54,642$1.25M<0.01%-14,59813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC56,448$1.24M0.03%013F-HRTimelineGroup
Janney Montgomery Scott LLC54,066$1.24M<0.01%-64,35813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC53,259$1.22M0.02%+1,25913F-HRTimelineGroup
IFP Advisors, Inc47,344$1.08M0.03%+2,58913F-HRTimeline
CWM, LLCin group CWM, LLC46,648$1.07M<0.01%-2,03113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP43,940$1M<0.01%+24913F-HRTimelineGroup
Steward Partners Investment Advisory, L…41,916$958K0.01%-1,13813F-HRTimeline
Gateway Wealth Partners, LLC41,369$946K0.21%+7,59713F-HRTimeline
Snowden Capital Advisors LLC39,217$896K0.03%+77413F-HRTimeline
MML INVESTORS SERVICES, LLC38,994$891K<0.01%+1,54013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …38,717$885K0.06%+1,92413F-HRTimelineGroup
Chicago Partners Investment Group LLC38,001$871K0.03%-1,15713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding37,977$868K-3,541Timeline
Orion Porfolio Solutions, LLC37,671$861K0.01%-42413F-HRTimeline
Orion Portfolio Solutions, LLC37,671$861K0.01%-42413F-HR/ATimeline
Farther Finance Advisors, LLC34,830$800K0.02%+33,77813F-HRTimeline
Rathbones Group PLC34,355$785K<0.01%+2,88813F-HRTimeline
D.A. DAVIDSON & CO.32,213$736K0.01%-4413F-HRTimeline
Aprio Wealth Management, LLC31,100$711K0.09%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP29,579$676K<0.01%-58813F-HRTimelineGroup
Atria Wealth Solutions, Inc.29,543$675K0.01%+6,49013F-HRTimeline
Integrated Wealth Concepts LLC29,088$665K0.01%-54,56113F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC29,000$663K0.3%+1,79213F-HRTimeline
COMERICA BANK27,741$634K<0.01%-3,35913F-HRTimeline
HighTower Advisors, LLC27,628$632K<0.01%+1,06213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,741$611K<0.01%-73,91013F-HRTimelineGroup
NewEdge Wealth, LLC22,852$522K0.01%+1,68413F-HRTimeline
PFG Advisors21,912$501K0.03%-7,25013F-HRTimeline
Formidable Asset Management, LLC18,943$433K0.07%+113F-HRTimeline
Sebold Capital Management, Inc.18,504$423K0.28%-61813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…16,241$371K0.01%-3,51413F-HRTimelineGroup
Higgins & Schmidt Wealth Strategies LLC14,382$329K0.19%013F-HRTimeline
Trueblood Wealth Management, LLC13,231$302K0.14%013F-HRTimeline
Pine Valley Investments Ltd Liability Co12,676$290K0.02%+33713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,091$276K0.01%+76913F-HRTimeline
Clearwater Capital Advisors, LLC11,402$261K0.03%013F-HRTimeline
LaSalle St. Investment Advisors, LLC11,350$259K0.06%-1513F-HRTimeline
HARBOUR INVESTMENTS, INC.11,311$259K0.01%+32413F-HRTimeline
Richmond Investment Services, LLC10,947$250K0.14%-23213F-HRTimeline
RFG Advisory, LLC10,642$243K0.01%+16013F-HRTimeline
Cyndeo Wealth Partners, LLC10,343$236K0.02%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,146$232K<0.01%-40,78413F-HRTimelineGroup
Pinnacle Family Advisors, LLC10,025$229K0.12%+60913F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.9,486$217K0.08%-2613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,309$213K<0.01%+3,66513F-HR/ATimelineGroup
ABLE Financial Group, LLC9,153$209K0.06%-14013F-HRTimeline
Mariner, LLCin group Mariner, LLC9,073$207K<0.01%-86813F-HRTimelineGroup
Element Wealth, LLC8,918$204K0.11%-18513F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD8,893$203K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,227$165K<0.01%+88513F-HRTimelineGroup
NewEdge Advisors, LLC7,204$165K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.5,271$120K0.01%+5,26513F-HRTimeline
Geneos Wealth Management Inc.4,359$99.6K<0.01%+2,80413F-HRTimeline
GAMMA Investing LLC3,892$89K0.01%-1,60913F-HR/ATimeline
TUCKER ASSET MANAGEMENT LLC3,451$78.9K0.03%+21013F-HRTimeline
Synergy Investment Management, LLC3,285$75.1K0.03%+13313F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd2,875$65.7K<0.01%013F-HR/ATimelineGroup
EPG Wealth Management LLC2,410$55.1K0.02%+213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,338$53.4K<0.01%+413F-HRTimelineGroup
Larson Financial Group LLC1,945$44.5K<0.01%+213F-HRTimeline
Rossby Financial, LCC1,668$37.6K0.02%new13F-HRTimeline
CITY HOLDING CO1,450$33.1K<0.01%013F-HRTimeline
Tidemark, LLC1,313$30K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC935$21K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC500$11.4K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.259$5.92K<0.01%+213F-HRTimeline
Transce3nd, LLC217$4.96K<0.01%+5313F-HRTimeline
Luken Investment Analytics, LLC150$3.43K<0.01%-364,66713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST136$3.11K<0.01%new13F-HRTimeline
Dunhill Financial, LLC120$2.74K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO104$2.38K<0.01%-51113F-HRTimelineGroup
FMR LLCin group FMR LLC94$2.15K<0.01%-8713F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-29,74813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.