FEMS Institutional Ownership & Shareholders
FIRST TRUST EMERGING MARKETS (FEMS) is currently held by 63 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $147.35M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FEMS tracked by InsiderSet, reporting ownership valued at approximately $21.28M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $18.54M, representing an estimated loss of -12.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed FEMS value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST EMERGING MARKETS (FEMS).
This page ranks the largest institutional FEMS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
63
Total Reported Value
$147.35M
Largest Holder
Morgan Stanley
Largest Position
$21.28M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
80
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 466,103 | $21,283,454 | $18,541,577 | -$2,741,877 | -12.88% | |
| Wells Fargo & Company/Mn | 0.00% | 443,087 | $20,232,493 | $17,626,001 | -$2,606,492 | -12.88% | |
| Lpl Financial Llc | 0.00% | 272,507 | $12,443,342 | $10,840,328 | -$1,603,014 | -12.88% | |
| Beta Wealth Group, Inc. | 3.60% | 210,210 | $9,598,697 | $8,362,154 | -$1,236,543 | -12.88% | |
| Raymond James Financial Inc | 0.00% | 201,773 | $9,213,459 | $8,026,530 | -$1,186,929 | -12.88% | |
| Arax Advisory Partners | 0.04% | 146,406 | $6,685,266 | $5,824,031 | -$861,235 | -12.88% | |
| 626 Financial, Llc | 2.61% | 146,375 | $6,683,848 | $5,822,798 | -$861,051 | -12.88% | |
| Private Advisor Group, Llc | 0.03% | 119,795 | $5,470,141 | $4,765,445 | -$704,696 | -12.88% | |
| Jones Financial Companies Lllp | 0.00% | 98,949 | $4,454,190 | $3,936,191 | -$517,999 | -11.63% | |
| Cetera Investment Advisers | 0.00% | 74,935 | $3,421,721 | $2,980,914 | -$440,807 | -12.88% | |
| Archer Investment Corp | 0.63% | 71,600 | $3,269,416 | $2,848,248 | -$421,168 | -12.88% | |
| Baird Financial Group, Inc. | 0.00% | 68,862 | $3,144,411 | $2,739,330 | -$405,081 | -12.88% | |
| Flow Traders U.S. Llc | 0.12% | 64,808 | $2,959,000 | $2,578,062 | -$380,938 | -12.87% | |
| Trivium Point Advisory, Llc | 0.26% | 61,685 | $2,816,705 | $2,453,829 | -$362,876 | -12.88% | |
| Royal Bank Of Canada | 0.00% | 60,500 | $2,763,000 | $2,406,690 | -$356,310 | -12.90% | |
| Crusonia Wealth Advisors Llc | 0.37% | 55,558 | $2,452,332 | $2,210,097 | -$242,235 | -9.88% | |
| Stifel Financial Corp | 0.00% | 51,866 | $2,368,277 | $2,063,229 | -$305,048 | -12.88% | |
| Old Mission Capital Llc | 0.06% | 49,671 | $2,268,102 | $1,975,912 | -$292,190 | -12.88% | |
| Vestgen Advisors, Llc | 0.06% | 47,437 | $2,093,883 | $1,887,044 | -$206,839 | -9.88% | |
| Ubs Group Ag | 0.00% | 44,940 | $2,052,095 | $1,787,713 | -$264,382 | -12.88% | |
| Susquehanna International Group, Llp | 0.00% | 40,646 | $1,855,998 | $1,616,898 | -$239,100 | -12.88% | |
| Quad-Cities Investment Group, Llc | 0.64% | 40,498 | $1,787,582 | $1,611,010 | -$176,572 | -9.88% | |
| Osaic Holdings, Inc. | 0.00% | 35,890 | $1,638,834 | $1,427,704 | -$211,130 | -12.88% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 29,367 | $1,340,971 | $1,168,219 | -$172,752 | -12.88% | |
| Cornerstone Planning Group Llc | 0.16% | 27,974 | $1,320,377 | $1,112,806 | -$207,571 | -15.72% | |
| Hbw Advisory Services Llc | 0.12% | 26,870 | $1,186,026 | $1,068,889 | -$117,137 | -9.88% | |
| Cwm, Llc | 0.00% | 24,711 | $1,125,657 | $983,004 | -$142,653 | -12.67% | |
| Farther Finance Advisors, Llc | 0.01% | 23,841 | $1,052,320 | $948,395 | -$103,925 | -9.88% | |
| Leclair Wealth Partners Llc | 0.43% | 18,295 | $835,387 | $727,775 | -$107,612 | -12.88% | |
| Captrust Financial Advisors | 0.00% | 15,804 | $721,628 | $628,683 | -$92,945 | -12.88% | |
| Sfi Advisors, Llc | 0.58% | 16,071 | $709,374 | $639,304 | -$70,070 | -9.88% | |
| Citadel Advisors Llc | 0.00% | 14,478 | $661,102 | $575,935 | -$85,167 | -12.88% | |
| Mml Investors Services, Llc | 0.00% | 14,340 | $654,802 | $570,445 | -$84,357 | -12.88% | |
| Rvw Wealth, Llc | 0.04% | 13,631 | $601,654 | $542,241 | -$59,413 | -9.87% | |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | 13,000 | $591,643 | $517,140 | -$74,503 | -12.59% | |
| Envestnet Asset Management Inc | 0.00% | 11,892 | $542,996 | $473,064 | -$69,932 | -12.88% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,218 | $539,320 | $486,032 | -$53,288 | -9.88% | |
| Western Wealth Management, Llc | 0.02% | 10,888 | $497,193 | $433,125 | -$64,068 | -12.89% | |
| Natixis Advisors, Llc | 0.00% | 10,810 | $493,000 | $430,022 | -$62,978 | -12.77% | |
| Integrated Wealth Concepts Llc | 0.00% | 10,242 | $467,666 | $407,427 | -$60,239 | -12.88% | |
| Janney Montgomery Scott Llc | 0.00% | 8,735 | $399,000 | $347,478 | -$51,522 | -12.91% | |
| Nations Financial Group Inc | 0.02% | 7,847 | $358,325 | $312,154 | -$46,171 | -12.89% | |
| Equitable Holdings, Inc. | 0.00% | 7,813 | $356,751 | $310,801 | -$45,950 | -12.88% | |
| Summit Wealth Group Llc / Co | 0.02% | 6,460 | $285,153 | $256,979 | -$28,174 | -9.88% | |
| Jane Street Group, Llc | 0.00% | 5,918 | $270,231 | $235,418 | -$34,813 | -12.88% | |
| Richmond Investment Services, Llc | 0.07% | 5,164 | $227,926 | $205,424 | -$22,502 | -9.87% | |
| Merit Financial Group, Llc | 0.00% | 4,966 | $226,782 | $197,547 | -$29,235 | -12.89% | |
| Pinnacle Bancorp, Inc. | 0.06% | 4,880 | $215,403 | $194,126 | -$21,277 | -9.88% | |
| Stonehaven Wealth & Tax Solutions, Llc | 0.20% | 4,795 | $211,651 | $190,745 | -$20,906 | -9.88% | |
| Keystone Financial Group | 0.01% | 4,476 | $204,371 | $178,055 | -$26,316 | -12.88% |
Frequently asked questions about FEMS
Who are the largest institutional holders of FEMS?
The largest institutional holders of FEMS reported in the latest SEC Form 13F filings include Morgan Stanley, Wells Fargo & Company/Mn, Lpl Financial Llc, Beta Wealth Group, Inc., and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported FEMS position.
What is FEMS institutional ownership?
This page tracks FEMS positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST EMERGING MARKETS (FEMS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FEMS?
InsiderSet currently tracks 63 institutional managers reporting FEMS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FEMS shareholders.
How much FEMS stock do institutions own?
Institutional investment managers disclosed approximately $147.35M in FEMS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FEMS institutional ownership last updated?
The latest FEMS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FEMS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FEMS position after the reporting date.
Are institutions buying or selling FEMS?
Institutional buying and selling can be analyzed by comparing FEMS positions across consecutive 13F reporting periods. InsiderSet's FEMS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FEMS ownership changes.
How has FEMS institutional ownership changed over time?
InsiderSet tracks FEMS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.