Who owns FEMS?
First Trust Emerging Markets Small Cap AlphaDEX Fund · First Trust
66 institutions reported holding FEMS, worth $155.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FEMS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $21.3M | 466,103 | −33,722 shares |
| Wells Fargo & Company | San Francisco, CA | $20.2M | 443,087 | +51,213 shares |
| LPL Financial LLC | Fort Mill, SC | $12.4M | 272,507 | +29,744 shares |
| Beta Wealth Group, Inc. | San Diego, CA | $9.6M | 210,210 | +15,490 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $9.2M | 201,773 | −18,438 shares |
| Arax Advisory Partners | New York, NY | $6.7M | 146,406 | +11,290 shares |
| 626 Financial, LLC | Portage, MI | $6.7M | 146,375 | +6,003 shares |
| Archer Investment Corp | Carmel, IN | $6.5M | 143,200 | +74,100 shares |
| Private Advisor Group, LLC | Morristown, NJ | $5.5M | 119,795 | −1,287 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $4.5M | 98,949 | +3,633 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: FEMS vs FICS, FEMS vs FAN, FEMS vs PFFV, FEMS vs FXE.
Frequently asked questions
Who owns FEMS?
66 institutional managers reported holding FEMS in Form 13F filings for June 30, 2026, worth $155.0M in total. The largest reported position was held by Morgan Stanley, at $21.3M.
Did institutions buy or sell FEMS last quarter?
Reported 13F value rose 3.1% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FEMS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.