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Naples Global Advisors’s First Trust Bloomberg Emerging Market Democracies ETF EMDM Stock Holding History

Naples Global Advisors’s Portfolio EMDM Stock Details EMDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.72M Buy
63,011
+4,735
+8% +$193K 0.17% 136
2026
Q1 		$2.04M Buy
58,276
+1,675
+3% +$59.7K 0.15% 160
2025
Q4 		$1.77M Buy
56,601
+1,710
+3% +$51.4K 0.13% 175
2025
Q3 		$1.55M Buy
54,891
+5,500
+11% +$144K 0.12% 186
2025
Q2 		$1.25M Buy
49,391
+2,800
+6% +$64.2K 0.11% 199
2025
Q1 		$1.01M Buy
46,591
+1,000
+2% +$21.3K 0.1% 219
2024
Q4 		$929K Buy
45,591
+3,350
+8% +$75.3K 0.09% 232
2024
Q3 		$1.01M Buy
42,241
+1,500
+4% +$35.2K 0.09% 231
2024
Q2 		$943K Buy
40,741
+191
+0.5% +$4.36K 0.09% 228
2024
Q1 		$923K Buy
40,550
+4,100
+11% +$90K 0.09% 229
2023
Q4 		$824K Buy
36,450
+7,500
+26% +$156K 0.09% 234
2023
Q3 		$571K Buy
28,950
+7,500
+35% +$157K 0.07% 261
2023
Q2 		$456K Buy
21,450
+450
+2% +$9.28K 0.05% 290
2023
Q1 		$424K Buy
+21,000
New +$413K 0.05% 296

Other funds holding EMDM

CFM
Compass Financial Management Tampa, Florida $829M AUM
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
NAC
NI Acquisitions Company Lemoyne, Pennsylvania $234M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Naples Global Advisors's EMDM Position: Q2 2026 in Review

Naples Global Advisors increased its First Trust Bloomberg Emerging Market Democracies ETF (EMDM) stake by 8.1% in Q2 2026, buying an estimated $193K and bringing the position to 63,011 shares worth $2.72M. The position accounts for 0.17% of the portfolio, ranked #136.

Naples Global Advisors first reported a position in EMDM in Q1 2023 and has held it in 14 quarters since. 22 funds tracked by Wall St. Rank hold EMDM as of Q2 2026.

  • Naples Global Advisors held 63,011 shares of First Trust Bloomberg Emerging Market Democracies ETF worth $2.72M as of Q2 2026.
  • Naples Global Advisors bought 4,735 First Trust Bloomberg Emerging Market Democracies ETF shares in Q2 2026, an estimated $193K.
  • First Trust Bloomberg Emerging Market Democracies ETF made up 0.17% of Naples Global Advisors's portfolio in Q2 2026, its #136 holding.
  • Naples Global Advisors first reported a position in First Trust Bloomberg Emerging Market Democracies ETF in Q1 2023 and has held it in 14 quarters since.
  • 22 funds tracked by Wall St. Rank held First Trust Bloomberg Emerging Market Democracies ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.