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Treasure Coast Financial Planning’s First Trust Bloomberg Emerging Market Democracies ETF EMDM Stock Holding History

Treasure Coast Financial Planning’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 		$905K Sell
20,942
-530
-2% -$21.7K 0.44% 26
2026
Q1 		$727K Buy
+21,472
New +$765K 0.37% 28

Other funds holding EMDM

CFM
Compass Financial Management Tampa, Florida $829M AUM
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Treasure Coast Financial Planning's EMDM Position: Q2 2026 in Review

Treasure Coast Financial Planning reduced its First Trust Bloomberg Emerging Market Democracies ETF (EMDM) stake by 2.5% in Q2 2026, selling an estimated $21.7K and leaving 20,942 shares worth $905K. The position accounts for 0.44% of the portfolio, ranked #26.

Treasure Coast Financial Planning first reported a position in EMDM in Q1 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold EMDM as of Q2 2026.

  • Treasure Coast Financial Planning held 20,942 shares of First Trust Bloomberg Emerging Market Democracies ETF worth $905K as of Q2 2026.
  • Treasure Coast Financial Planning sold 530 First Trust Bloomberg Emerging Market Democracies ETF shares in Q2 2026, an estimated $21.7K.
  • First Trust Bloomberg Emerging Market Democracies ETF made up 0.44% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #26 holding.
  • Treasure Coast Financial Planning first reported a position in First Trust Bloomberg Emerging Market Democracies ETF in Q1 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held First Trust Bloomberg Emerging Market Democracies ETF as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.