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First Trust BBG Emer MKT DEM (EMDM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Compass Financial Management LLC
INCREASED
Shares86,044 from 66,413
Change+19,631 (+30%)
Value$3.6M (+$721.2K)
Filed 2026-10-30
Naples Global Advisors, LLC
UNCHANGED
Shares63,011 from 63,011
Change0 (0%)
Value$2.6M (-$104.8K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares40,653 from 29,813
Change+10,840 (+36%)
Value$1.7M (+$401.0K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares29,417 from 28,420
Change+997 (+4%)
Value$1.2M (-$5.9K)
Filed 2026-11-02
Treasure Coast Financial Planning
DECREASED
Shares18,403 from 20,942
Change-2,539 (-12%)
Value$764.5K (-$140.3K)
Filed 2026-11-03
Stonebridge Financial Planning Group, LLC
INCREASED
Shares10,838 from 4,652
Change+6,186 (+133%)
Value$450.2K (+$249.2K)
Filed 2026-11-06
Davenport & Co LLC
INCREASED
Shares10,311 from 9,008
Change+1,303 (+14%)
Value$428.3K (+$39.2K)
Filed 2026-10-14
Rhodes Investment Advisors Inc
INCREASED
Shares6,425 from 5,475
Change+950 (+17%)
Value$266.9K (+$30.4K)
Filed 2026-10-07
Signal Advisors Wealth, LLC
DECREASED
Shares6,255 from 6,416
Change-161 (-3%)
Value$259.8K (-$17.3K)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares543 from 328
Change+215 (+66%)
Value$22.6K (+$8.4K)
Filed 2026-10-21
Creative Financial Designs Inc
UNCHANGED
Shares384 from 384
Change0 (0%)
Value$16.0K (-$639)
Filed 2026-11-04
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-06
GeoWealth Management, LLC
N/A
Shares— from 45,007
Change-45,007 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 32,533
Change-32,533 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 25,781
Change-25,781 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 22,684
Change-22,684 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 20,980
Change-20,980 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 13,895
Change-13,895 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 10,445
Change-10,445 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,039
Change-7,039 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 5,923
Change-5,923 (-100%)
Value—
Status
Compass Financial Management LLC
INCREASED86,04466,413+19,631+30%$2.9M$3.6M+$721.2K2026-10-30
Naples Global Advisors, LLC
UNCHANGED63,01163,01100%$2.7M$2.6M-$104.8K2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED40,65329,813+10,840+36%$1.3M$1.7M+$401.0K2026-11-02
Commonwealth Equity Services, LLC
INCREASED29,41728,420+997+4%$1.2M$1.2M-$5.9K2026-11-02
Treasure Coast Financial Planning
DECREASED18,40320,942-2,539-12%$904.8K$764.5K-$140.3K2026-11-03
Stonebridge Financial Planning Group, LLC
INCREASED10,8384,652+6,186+133%$201.0K$450.2K+$249.2K2026-11-06
Davenport & Co LLC
INCREASED10,3119,008+1,303+14%$389.2K$428.3K+$39.2K2026-10-14
Rhodes Investment Advisors Inc
INCREASED6,4255,475+950+17%$236.5K$266.9K+$30.4K2026-10-07
Signal Advisors Wealth, LLC
DECREASED6,2556,416-161-3%$277.2K$259.8K-$17.3K2026-10-13
Assetmark, Inc
INCREASED543328+215+66%$14.2K$22.6K+$8.4K2026-10-21
Creative Financial Designs Inc
UNCHANGED38438400%$16.6K$16.0K-$6392026-11-04
Institute for Wealth Management, Llc.
CLOSED026-26-100%$1.1K$0-$1.1K2026-11-06
GeoWealth Management, LLC
N/A—45,007-45,007-100%$1.9M———
NI Acquisitions Company, LLC
N/A—32,533-32,533-100%$1.6M———
Osaic Holdings, Inc.
N/A—25,781-25,781-100%$1.1M———
Envestnet Asset Management Inc
N/A—22,684-22,684-100%$980.0K———
MML Investors Services, LLC
N/A—20,980-20,980-100%$906.4K———
OneDigital Investment Advisors LLC
N/A—13,895-13,895-100%$600.3K———
Cetera Investment Advisers
N/A—10,445-10,445-100%$451.2K———
Jane Street Group, LLC
N/A—7,039-7,039-100%$304.1K———
Old Mission Capital LLC
N/A—5,923-5,923-100%$255.9K———
Showing 21 of 21 institutions