FEM Institutional Ownership
First Trust Emerging Markets AlphaDEX Fund
1W: +0.3%
1M: -1.8%
3M: +1.7%
YTD: +17.6%
1Y: +21.6%
3Y: +69.9%
5Y: +46.5%
$32.71
+0.62 (+1.94%)
Weekly Expected Move ±2.5%
$31
$32
$33
$34
$34
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FEM
165
Institutional Holders
+19 vs prior quarter
0.0%
Ownership
+0.00pp
588M
Total Invested
28
New Positions
71
Increased
44
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (170 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,004,146 | $98M | +309,088 | +11.5% | 60Q | SEC ↗ |
| 2 | LPL Financial LLC | 2,261,075 | $74M | +488,349 | +27.5% | 54Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 1,471,272 | $48M | +124,525 | +9.2% | 61Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 1,321,485 | $43M | +17,955 | +1.4% | 15Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 875,590 | $29M | +26,228 | +3.1% | 51Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 805,899 | $26M | -27,232 | -3.3% | 61Q | SEC ↗ |
| 7 | FIRST TRUST ADVISORS LP | 671,879 | $22M | -86,418 | -11.4% | 36Q | SEC ↗ |
| 8 | UBS Group AG | 647,068 | $21M | -30,496 | -4.5% | 47Q | SEC ↗ |
| 9 | Empirical Financial Services, LLC d.b. | 636,366 | $21M | +19,187 | +3.1% | 45Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 582,966 | $19M | +138,118 | +31.0% | 7Q | SEC ↗ |
| 11 | TCP Asset Management, LLC | 455,273 | $15M | +14,788 | +3.4% | 2Q | SEC ↗ |
| 12 | Sanctuary Advisors, LLC | 369,789 | $12M | -10,112 | -2.7% | 9Q | SEC ↗ |
| 13 | Cambridge Investment Research Advisors | 362,697 | $12M | -81,066 | -18.3% | 36Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 360,031 | $12M | -5,670 | -1.6% | 23Q | SEC ↗ |
| 15 | ASSETMARK, INC | 356,467 | $12M | +35,463 | +11.0% | 13Q | SEC ↗ |
| 16 | STATE OF WISCONSIN INVESTMENT BOARD | 313,808 | $10M | — | +0.0% | 6Q | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 223,082 | $7M | -4,956 | -2.2% | 18Q | SEC ↗ |
| 18 | BENJAMIN EDWARDS INC | 148,318 | $5M | +7,161 | +5.1% | 26Q | SEC ↗ |
| 19 | GREENUP STREET WEALTH MANAGEMENT LLC | 137,010 | $4M | +166 | +0.1% | 2Q | SEC ↗ |
| 20 | HighTower Advisors, LLC | 134,457 | $4M | -16,492 | -10.9% | 43Q | SEC ↗ |
| 21 | HARBOUR INVESTMENTS, INC. | 134,363 | $4M | +75,382 | +127.8% | 17Q | SEC ↗ |
| 22 | Atria Investments, Inc | 124,183 | $4M | +5,710 | +4.8% | 10Q | SEC ↗ |
| 23 | IFP Advisors, Inc | 117,309 | $4M | +9,135 | +8.4% | 28Q | SEC ↗ |
| 24 | Kingsview Wealth Management, LLC | 110,800 | $4M | +18,071 | +19.5% | 25Q | SEC ↗ |
| 25 | Private Advisor Group, LLC | 108,279 | $4M | -172,229 | -61.4% | 14Q | SEC ↗ |
| 26 | Prospera Financial Services Inc | 105,075 | $3M | -4,012 | -3.7% | 9Q | SEC ↗ |
| 27 | Janney Montgomery Scott LLC | 98,203 | $3M | +5,615 | +6.1% | 40Q | SEC ↗ |
| 28 | ROMAN BUTLER FULLERTON & CO NEW | 96,357 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Gateway Wealth Partners, LLC | 94,697 | $3M | -60,549 | -39.0% | 14Q | SEC ↗ |
| 30 | OLD MISSION CAPITAL LLC NEW | 89,046 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 31 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 82,374 | $3M | -67 | -0.1% | 2Q | SEC ↗ |
| 32 | OSAIC HOLDINGS, INC. | 79,714 | $3M | +25,780 | +47.8% | 26Q | SEC ↗ |
| 33 | CWM, LLC | 79,359 | $3M | +47,567 | +149.6% | 18Q | SEC ↗ |
| 34 | Rathbones Group PLC | 74,500 | $2M | +14,863 | +24.9% | 31Q | SEC ↗ |
| 35 | Midwest Financial Group LLC | 67,107 | $2M | +137 | +0.2% | 14Q | SEC ↗ |
| 36 | Vise Technologies, Inc. NEW | 63,994 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 37 | AE Wealth Management LLC | 62,816 | $2M | -5,116 | -7.5% | 27Q | SEC ↗ |
| 38 | PARK AVENUE SECURITIES LLC | 61,209 | $2M | +3,527 | +6.1% | 5Q | SEC ↗ |
| 39 | Integrated Wealth Concepts LLC | 58,953 | $2M | +34,577 | +141.8% | 21Q | SEC ↗ |
| 40 | Orion Porfolio Solutions, LLC | 58,848 | $2M | -3,275 | -5.3% | 13Q | SEC ↗ |
| 41 | Snowden Capital Advisors LLC | 58,319 | $2M | +20,439 | +54.0% | 34Q | SEC ↗ |
| 42 | CITADEL ADVISORS LLC | 53,756 | $2M | -20,828 | -27.9% | 2Q | SEC ↗ |
| 43 | OneAscent Financial Services LLC | 49,437 | $2M | +1,553 | +3.2% | 7Q | SEC ↗ |
| 44 | STIFEL FINANCIAL CORP | 49,312 | $2M | -1,592 | -3.1% | 45Q | SEC ↗ |
| 45 | PRINCIPAL SECURITIES, INC. | 48,483 | $2M | -21,138 | -30.4% | 11Q | SEC ↗ |
| 46 | IMG Wealth Management, Inc. | 47,903 | $2M | +5,251 | +12.3% | 2Q | SEC ↗ |
| 47 | Greenwich Wealth Management LLC | 47,620 | $2M | +1,075 | +2.3% | 2Q | SEC ↗ |
| 48 | JONES FINANCIAL COMPANIES LLLP | 46,635 | $2M | +3,366 | +7.8% | 9Q | SEC ↗ |
| 49 | VestGen Advisors, LLC | 45,545 | $1M | +2,336 | +5.4% | 3Q | SEC ↗ |
| 50 | COMMONWEALTH EQUITY SERVICES, LLC | 44,448 | $1M | +2,605 | +6.2% | 35Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| ROMAN BUTLER FULLERTON & CO | 96,357 | $3M |
| OLD MISSION CAPITAL LLC | 89,046 | $3M |
| Vise Technologies, Inc. | 63,994 | $2M |
| Coppell Advisory Solutions LLC | 27,311 | $893K |
| Dynamic Advisor Solutions LLC | 22,379 | $732K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 13,917 | $455K |
| CASCADE INVESTMENT GROUP, INC. | 10,797 | $353K |
| Apollon Wealth Management, LLC | 9,518 | $311K |
| Asset Allocation Strategies LLC | 8,644 | $283K |
| &PARTNERS | 7,323 | $240K |
| Mutual Advisors, LLC | 7,122 | $233K |
| GeoWealth Management, LLC | 6,754 | $221K |
| Beacon Pointe Advisors, LLC | 6,305 | $206K |
| IFG Advisory, LLC | 5,699 | $186K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 1,924 | $63K |
| Evelyn Partners Group Ltd | 1,800 | $59K |
| FIDUCIARY FINANCIAL ADVISORS | 1,534 | $50K |
| Global Retirement Partners, LLC | 1,149 | $38K |
| RMG Wealth Management LLC | 600 | $20K |
| HANTZ FINANCIAL SERVICES, INC. | 593 | $19K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Wagner Wealth Management, Corp | 92,316 | $3M |
| Pacific Excel Wealth Advisors, Inc. | 35,240 | $1M |
| GOLDMAN SACHS GROUP INC | 22,470 | $735K |
| SIGNATURE ESTATE & INVESTMENT ADVIS | 13,648 | $446K |
| Balboa Wealth Partners | 9,206 | $301K |
| StoneX Group Inc. | 7,847 | $257K |
| CITIGROUP INC | 2,942 | $96K |
| BANK OF MONTREAL /CAN | 1,645 | $54K |
| Sound Income Strategies, LLC | 1,563 | $51K |
| Advisory Services Network, LLC | 615 | $20K |
| Wealth Watch Advisors, INC | 347 | $11K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 235 | $8K |
| Hilton Head Capital Partners, LLC | 3 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +488,349 | +27.5% | 2,261,075 |
| MORGAN STANLEY | +309,088 | +11.5% | 3,004,146 |
| RAYMOND JAMES FINANCIAL INC | +138,118 | +31.0% | 582,966 |
| WELLS FARGO & COMPANY/MN | +124,525 | +9.2% | 1,471,272 |
| HARBOUR INVESTMENTS, INC. | +75,382 | +127.8% | 134,363 |
| CWM, LLC | +47,567 | +149.6% | 79,359 |
| ASSETMARK, INC | +35,463 | +11.0% | 356,467 |
| Integrated Wealth Concepts LLC | +34,577 | +141.8% | 58,953 |
| ENVESTNET ASSET MANAGEMENT INC | +26,228 | +3.1% | 875,590 |
| OSAIC HOLDINGS, INC. | +25,780 | +47.8% | 79,714 |
| Snowden Capital Advisors LLC | +20,439 | +54.0% | 58,319 |
| Empirical Financial Services, LLC d | +19,187 | +3.1% | 636,366 |
| NewEdge Advisors, LLC | +18,313 | +4381.1% | 18,731 |
| Kingsview Wealth Management, LLC | +18,071 | +19.5% | 110,800 |
| BANK OF AMERICA CORP /DE | +17,955 | +1.4% | 1,321,485 |
| Rathbones Group PLC | +14,863 | +24.9% | 74,500 |
| TCP Asset Management, LLC | +14,788 | +3.4% | 455,273 |
| TRUIST FINANCIAL CORP | +13,568 | +69.3% | 33,156 |
| Equitable Holdings, Inc. | +13,493 | +87.9% | 28,850 |
| NewEdge Wealth, LLC | +13,186 | +60.3% | 35,045 |