EMDM Institutional Ownership
First Trust Bloomberg Emerging Market Democracies ETF
1W: -1.3%
1M: -0.3%
3M: -1.3%
YTD: +31.2%
1Y: +51.7%
3Y: +137.8%
$42.25
+0.67 (+1.61%)
Weekly Expected Move ±3.4%
$39
$41
$42
$44
$45
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — EMDM
23
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
18M
Total Invested
9
New Positions
7
Increased
5
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (25 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 66,413 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 2 | NAPLES GLOBAL ADVISORS, LLC | 63,011 | $3M | +4,735 | +8.1% | 14Q | SEC ↗ |
| 3 | GeoWealth Management, LLC | 45,007 | $2M | +16,791 | +59.5% | 3Q | SEC ↗ |
| 4 | NI ACQUISITIONS COMPANY, LLC NEW | 32,533 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Cambridge Investment Research Advisors | 29,813 | $1M | +3,958 | +15.3% | 2Q | SEC ↗ |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 28,420 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 25,781 | $1M | +4,733 | +22.5% | 12Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 22,684 | $958K | +6,485 | +40.0% | 2Q | SEC ↗ |
| 9 | MML INVESTORS SERVICES, LLC | 20,980 | $886K | +8,305 | +65.5% | 2Q | SEC ↗ |
| 10 | Treasure Coast Financial Planning | 20,942 | $885K | -530 | -2.5% | 2Q | SEC ↗ |
| 11 | OneDigital Investment Advisors LLC | 13,895 | $587K | -164 | -1.2% | 3Q | SEC ↗ |
| 12 | Cetera Investment Advisers NEW | 10,445 | $441K | — | +0.0% | 1Q | SEC ↗ |
| 13 | DAVENPORT & Co LLC | 9,008 | $381K | +3,059 | +51.4% | 2Q | SEC ↗ |
| 14 | JANE STREET GROUP, LLC | 7,039 | $297K | -46,671 | -86.9% | 2Q | SEC ↗ |
| 15 | Signal Advisors Wealth, LLC NEW | 6,416 | $271K | — | +0.0% | 1Q | SEC ↗ |
| 16 | OLD MISSION CAPITAL LLC | 5,923 | $250K | -35,096 | -85.6% | 9Q | SEC ↗ |
| 17 | RHODES INVESTMENT ADVISORS INC /ADV NEW | 5,475 | $231K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Stonebridge Financial Planning Group, NEW | 4,652 | $197K | — | +0.0% | 1Q | SEC ↗ |
| 19 | CREATIVE FINANCIAL DESIGNS INC /ADV | 384 | $16K | — | +0.0% | 10Q | SEC ↗ |
| 20 | ASSETMARK, INC | 328 | $14K | — | +0.0% | 4Q | SEC ↗ |
| 21 | Institute for Wealth Management, LLC. NEW | 26 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Integrated Wealth Concepts LLC NEW | 3 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 23 | UBS Group AG | 0 | $0K | -122 | -100.0% | 1Q | SEC ↗ |
| 24 | MORGAN STANLEY | 0 | $0K | -776 | -100.0% | 1Q | SEC ↗ |
| 25 | CITADEL ADVISORS LLC | 0 | $0K | -6,831 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| COMPASS FINANCIAL MANAGEMENT LLC | 66,413 | $3M |
| NI ACQUISITIONS COMPANY, LLC | 32,533 | $1M |
| COMMONWEALTH EQUITY SERVICES, LLC | 28,420 | $1M |
| Cetera Investment Advisers | 10,445 | $441K |
| Signal Advisors Wealth, LLC | 6,416 | $271K |
| RHODES INVESTMENT ADVISORS INC /ADV | 5,475 | $231K |
| Stonebridge Financial Planning Grou | 4,652 | $197K |
| Institute for Wealth Management, LL | 26 | $1K |
| Integrated Wealth Concepts LLC | 3 | $0K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 6,831 | $289K |
| MORGAN STANLEY | 776 | $33K |
| UBS Group AG | 122 | $5K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GeoWealth Management, LLC | +16,791 | +59.5% | 45,007 |
| MML INVESTORS SERVICES, LLC | +8,305 | +65.5% | 20,980 |
| ENVESTNET ASSET MANAGEMENT INC | +6,485 | +40.0% | 22,684 |
| NAPLES GLOBAL ADVISORS, LLC | +4,735 | +8.1% | 63,011 |
| OSAIC HOLDINGS, INC. | +4,733 | +22.5% | 25,781 |
| Cambridge Investment Research Advis | +3,958 | +15.3% | 29,813 |
| DAVENPORT & Co LLC | +3,059 | +51.4% | 9,008 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -46,671 | -86.9% | 7,039 |
| OLD MISSION CAPITAL LLC | -35,096 | -85.6% | 5,923 |
| Treasure Coast Financial Planning | -530 | -2.5% | 20,942 |
| OneDigital Investment Advisors LLC | -164 | -1.2% | 13,895 |