Skip to content
Disclosery

FEM FIRST TR EXCH TRD ALPHDX FD

Follow

EMERG MKT ALPH (fund)

140 managers (141 13F filers) reported a position in FEM shares at 2026-03-31, 18,252,255 shares in all. 31 filers opened a position and 5 filers sold out during the quarter.

Managers
140
13F filers
141
New
31
Added
67
Reduced
21
Sold out
5
Shares held by filers
18,252,255

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY2,695,058$80.7M<0.01%+304,78713F-HRTimelineGroup
LPL Financial LLC1,772,726$53.1M0.01%+397,19013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,346,747$40.3M0.01%+167,45513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,303,530$39M<0.01%+255,98913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC900,000$27M0.03%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding865,976$25.9M+285,081Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA833,131$25M<0.01%-152,09913F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP758,297$22.7M0.02%+730,01713F-HRTimelineGroup
UBS Group AGin group UBS Group AG677,564$20.3M<0.01%+75,09513F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…617,179$18.5M0.32%+11,74613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC444,848$13.3M<0.01%+65313F-HRTimelineGroup
Cambridge Investment Research Advisors,…443,763$13.3M0.03%+4,44213F-HRTimeline
TCP Asset Management, LLC440,485$13.2M1.7%new13F-HRTimeline
Sanctuary Advisors, LLC379,901$11.4M0.06%-33,83213F-HRTimeline
Cetera Investment Advisers365,701$11M0.01%+73,68113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC321,004$9.62M0.02%+93,61513F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD313,808$9.4M0.02%013F-HRTimeline
Private Advisor Group, LLC280,508$8.4M0.04%+3,32313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp228,038$6.83M<0.01%+9,03913F-HRTimelineGroup
Gateway Wealth Partners, LLC155,246$4.65M0.18%+102,34213F-HRTimeline
HighTower Advisors, LLC150,949$4.52M<0.01%+125,40213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC141,157$4.23M0.04%+55,61413F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC136,844$4.1M0.58%new13F-HRTimeline
Atria Investments, Inc118,473$3.55M0.04%+18,82513F-HRTimeline
Prospera Financial Services Inc109,087$3.27M0.05%+34,21313F-HRTimeline
IFP Advisors, Inc108,174$3.24M0.07%+68,45513F-HRTimeline
Kingsview Wealth Management, LLC92,729$2.78M0.04%-6,63713F-HRTimeline
Janney Montgomery Scott LLC92,588$2.77M0.01%+29,11813F-HRTimeline
Wagner Wealth Management, Corp92,316$2.77M2.48%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…82,441$2.49M0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC79,359$2.38M0.01%+47,56713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC74,584$2.23M<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC69,621$2.09M0.03%+1,11713F-HRTimelineGroup
AE Wealth Management LLC67,932$2.03M0.01%+11,48913F-HRTimeline
Midwest Financial Group LLC66,970$2.01M0.86%-1,45813F-HRTimeline
Orion Porfolio Solutions, LLC62,123$1.86M0.02%+24,29113F-HRTimeline
Rathbones Group PLC59,637$1.79M0.01%+13,55813F-HR/ATimeline
HARBOUR INVESTMENTS, INC.58,981$1.77M0.03%+45,41613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC57,682$1.73M0.01%+18,20513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53,934$1.62M<0.01%-15,49813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP50,904$1.52M<0.01%+7,04613F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …47,884$1.43M0.08%+9,21913F-HRTimelineGroup
VestGen Advisors, LLC43,209$1.43M0.04%-52913F-HRTimeline
Greenwich Wealth Management LLC46,545$1.39M0.06%new13F-HRTimeline
Chicago Partners Investment Group LLC40,273$1.33M0.03%+1,20513F-HRTimeline
IMG Wealth Management, Inc.42,652$1.28M0.81%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP43,269$1.26M<0.01%+16,71113F-HRTimelineGroup
Steward Partners Investment Advisory, L…41,952$1.26M0.01%+213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC41,843$1.25M<0.01%+70613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC38,175$1.14M<0.01%-2,62913F-HRTimelineGroup
Snowden Capital Advisors LLC37,880$1.13M0.03%-67213F-HRTimeline
Pacific Excel Wealth Advisors, Inc.35,240$1.06M1.11%+20,34813F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC33,990$1.02M0.35%+9,28313F-HRTimeline
Quantinno Capital Management LP33,777$1.01M<0.01%+7,65513F-HRTimeline
D.A. DAVIDSON & CO.33,395$1M0.01%+45813F-HRTimeline
Farther Finance Advisors, LLC32,884$996K0.01%-2,16013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV31,283$937K<0.01%new13F-HRTimeline
Aprio Wealth Management, LLC31,089$931K0.05%+1013F-HRTimeline
Crusonia Wealth Advisors LLC28,055$840K0.17%+1413F-HRTimeline
MML INVESTORS SERVICES, LLC24,884$745K<0.01%-95613F-HRTimeline
Focus Financial Network, Inc.24,469$733K0.03%new13F-HRTimeline
Integrated Wealth Concepts LLC24,376$730K0.01%+1,86913F-HRTimeline
HBW ADVISORY SERVICES LLC23,395$701K0.07%+49913F-HRTimeline
MGO ONE SEVEN LLC22,650$678K0.01%+12,71313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,470$673K<0.01%013F-HRTimelineGroup
NewEdge Wealth, LLC21,859$655K0.01%+513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,588$587K<0.01%new13F-HRTimelineGroup
Richmond Investment Services, LLC19,557$586K0.09%-2,02713F-HRTimeline
Formidable Asset Management, LLC19,366$530K0.08%+313F-HRTimeline
RFG Advisory, LLC16,618$498K0.01%+5,20013F-HRTimeline
Pine Valley Investments Ltd Liability Co14,470$433K0.02%+70713F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC14,375$431K0.2%013F-HRTimeline
Trueblood Wealth Management, LLC14,329$429K0.17%+46113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,357$420K<0.01%+4,56713F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,648$409K0.01%+113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,505$405K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC12,632$378K0.01%-1,58013F-HR/ATimeline
LaSalle St. Investment Advisors, LLC12,546$376K0.05%-8013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…12,227$366K<0.01%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.11,820$354K0.02%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,330$309K<0.01%+1213F-HRTimelineGroup
Arkadios Wealth Advisors10,262$307K0.01%+2,64813F-HRTimeline
WEDBUSH SECURITIES INC9,825$294K0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC9,695$290K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,679$290K<0.01%+53013F-HRTimelineGroup
Pinnacle Family Advisors, LLC9,613$288K0.14%-31613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.9,338$280K0.09%-86613F-HRTimeline
Balboa Wealth Partners9,206$276K0.05%+81713F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD8,893$266K<0.01%013F-HRTimelineGroup
Element Wealth, LLC8,823$264K0.11%-4813F-HRTimeline
Belpointe Asset Management LLC8,670$260K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC8,670$260K0.03%new13F-HRTimeline
ABLE Financial Group, LLC8,434$253K0.05%-85213F-HRTimeline
Western Wealth Management, LLC7,641$229K0.01%+10313F-HR/ATimeline
NOVEM GROUP7,567$227K0.03%new13F-HRTimeline
Savvy Advisors, Inc.7,562$227K0.01%013F-HRTimeline
CARLSON FINANCIAL, INC.7,322$219K0.13%new13F-HRTimeline
Van Diest Capital, LLC7,204$216K0.17%-1,08013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC7,191$215K0.06%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,963$209K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC5,594$168K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC5,367$161K0.09%+6813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,824$144K0.04%+77013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,942$88.1K<0.01%+2,37513F-HRTimelineGroup
Rossby Financial, LCC2,700$81.8K0.02%+41613F-HRTimeline
MidFirst Bank2,510$75.2K0.01%+20013F-HRTimeline
GAMMA Investing LLC2,242$67.2K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,969$59K<0.01%new13F-HR/ATimeline
Geneos Wealth Management Inc.1,930$57.8K<0.01%013F-HRTimeline
Synergy Investment Management, LLC1,812$54.3K0.02%new13F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd1,800$53.9K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,645$49.3K<0.01%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,626$48.7K<0.01%+96413F-HRTimelineGroup
Sound Income Strategies, LLC1,563$47.4K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,502$44.4K<0.01%+73713F-HR/ATimelineGroup
CITY HOLDING CO1,450$43.4K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,300$38.9K<0.01%new13F-HRTimelineGroup
Signature Equity Partners, LLC894$26.8K0.01%+34913F-HRTimeline
Smartleaf Asset Management LLC903$26.7K<0.01%-3613F-HRTimeline
FMR LLCin group FMR LLC740$22.2K<0.01%+10913F-HRTimelineGroup
Tidemark, LLC694$20.8K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/683$20.5K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.650$19.5K<0.01%+113F-HRTimeline
Advisory Services Network, LLC615$18.4K<0.01%new13F-HRTimeline
MTM Investment Management, LLC540$16.2K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management470$14.1K<0.01%-1,26813F-HRTimelineGroup
NewEdge Advisors, LLC418$12.5K<0.01%+113F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\400$12K<0.01%013F-HRTimelineGroup
My Portfolio Guide, LLC399$11.9K0.01%13F-HRTimeline
PRIVATE TRUST CO NA379$11.4K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.267$8.01K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC235$7.04K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC182$5.45K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST136$4.07K<0.01%013F-HRTimeline
Larson Financial Group LLC125$3.74K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.108$3.23K<0.01%-1813F-HRTimeline
Key Capital Management, INC105$3.15K<0.01%new13F-HRTimeline
Archer Investment Corp96$2.88K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC18$1K<0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC3$90<0.01%013F-HRTimeline