EMDM · First Trust Bloomberg Emerging Market Democracies ETF ETF
$43.26
+0.50 (+1.17%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 5
Total Value: $2,549,236
Total Shares: 90,060
Institutional Ownership Trend
11 quarters
Holder Concentration
Across 5 13F filers · Δ vs Jun 30, 2025Top Holder
85.2%
+22.6 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
7,450
Highly concentrated+2,172
Quarterly Activity
vs Jun 30, 2025
New
2
Increased
0
Decreased
2
Sold Out
2
Unchanged
1
Holder count:
0
Institutional value:
-24.4%
Shares held:
-32.7%
Top Buyers
vs Jun 30, 2025No qualifying movers this quarter.
Top Sellers
vs Jun 30, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mid OLD MISSION CAPITAL LLC | −6,986 | 76,690 | |
| Mega UBS Group AG | −178 | 123 |
Top New Positions
vs Jun 30, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large OSAIC HOLDINGS, INC. | 12,683 | $359,004 | |
| Large ASSETMARK, INC | 180 | $5,095 |
Top Sold-Out Positions
vs Jun 30, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid NAPLES GLOBAL ADVISORS, LLC | 49,391 | $1,245,196 | |
| — PROEQUITIES, INC. | 0 | $0 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid OLD MISSION CAPITAL LLC EMDM | $2,170,787 | 85.15% | 76,690 | Shares | 2025-11-14 | |
| Large OSAIC HOLDINGS, INC. EMDM | $359,004 | 14.08% | 12,683 | Shares | 2025-11-14 | |
| Small CREATIVE FINANCIAL DESIGNS INC /ADV EMDM | $10,869 | 0.43% | 384 | Shares | 2025-11-12 | |
| Large ASSETMARK, INC EMDM | $5,095 | 0.20% | 180 | Shares | 2025-11-06 | |
| Mega UBS Group AG EMDM | $3,481 | 0.14% | 123 | Shares | 2025-11-13 |