Beta Wealth Group, Inc. First Trust Emerging Markets S Transaction History
Beta Wealth Group, Inc.
- $184 Million
 - Q2 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 193,353 shares of FEMS stock, worth $8.19 Million. This represents 4.26% of its overall portfolio holdings.
Number of Shares
193,353
              Previous 235,509
              
        
           17.9%
        
      
          
        Holding current value
$8.19 Million
            Previous $8.75 Million
            
        
           10.29%
        
      
          
        % of portfolio
4.26%
            Previous 4.41%
          
        Shares
	  2 transactions
	
  Others Institutions Holding FEMS
# of Institutions
74Shares Held
4.79MCall Options Held
0Put Options Held
0- 
    
      Morgan Stanley New York, NY531KShares$22.5 Million0.0% of portfolio
 - 
    
      Raymond James Financial Services Advisors, Inc. St. Petersburg, FL494KShares$20.9 Million0.03% of portfolio
 - 
    
      Lpl Financial LLC Fort Mill, SC411KShares$17.4 Million0.01% of portfolio
 - 
    
      Raymond James Financial Inc St. Petersburg, FL373KShares$15.8 Million0.01% of portfolio
 - 
    
      Wells Fargo & Company San Francisco, CA354KShares$15 Million0.0% of portfolio