Beta Wealth Group, Inc. First Trust Emerging Markets S Transaction History

Beta Wealth Group, Inc.

  • $187 Million
  • Q3 2025

A detailed history of Beta Wealth Group, Inc. transactions in First Trust Emerging Markets S stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 201,734 shares of FEMS stock, worth $8.56 Million. This represents 4.76% of its overall portfolio holdings.

Number of Shares
201,734
Previous 193,353 4.33%
Holding current value
$8.56 Million
Previous $7.85 Million 13.5%
% of portfolio
4.76%
Previous 4.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$40.83 - $44.87 $342,196 - $376,055
8,381 Added 4.33%
201,734 $8.91 Million
Q2 2025

Aug 08, 2025
SELL
$32.56 - $40.98 $1.37 Million - $1.73 Million
-42,156 Reduced 17.9%
193,353 $7.85 Million
Q1 2025

May 08, 2025
BUY
$36.09 - $39.16 $8.5 Million - $9.22 Million
235,509 New
235,509 $8.75 Million

Others Institutions Holding FEMS

# of Institutions
74
Shares Held
4.64M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST EMERGING MARKETS S

FEMS Quotes by TradingView
  • Ticker FEMS
  • Sector ETFs
  • Industry ETFs
More about FEMS
Track This Portfolio

Track Beta Wealth Group, Inc. Portfolio

Follow Beta Wealth Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email