Farther Finance Advisors, LLC FDEM FIDELITY EMERGING MARKETS MULTIFACTOR ETF

Ownership history in Farther Finance Advisors, LLC  ·  10 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported FIDELITY EMERGING MARKETS MULTIFACTOR ETF (FDEM) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q2. The latest visible filing shows FDEM at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FDEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in FIDELITY EMERGING MARKETS MULTIFACTOR ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FDEM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Farther Finance Advisors, LLC held FDEM — position size vs. price
% of Fund (quarterly)    FDEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 33,443 -164 -0.5% 0.01% $1.1M 2026-04-07 $32.02
2025 Q4 ADDED 33,607 +406 +1.2% 0.01% $1.0M 2026-01-23 $33.04
2025 Q3 REDUCED 24.6% +3.0% 33,201 -10,857 -24.6% 0.02% $999K 2025-10-14 $29.47
2025 Q2 ADDED 44,058 +21,593 +96.1% 0.02% $1.2M 2025-07-11 $27.69
2025 Q1 ADDED 22,465 +3,666 +19.5% 0.01% $576K 2025-04-14 $23.96
2024 Q4 ADDED 18,799 +6,033 +47.3% 0.02% $474K 2025-02-10 $25.04
2024 Q3 ADDED 12,766 +2,743 +27.4% 0.01% $345K 2024-10-29 $25.09
2024 Q2 ADDED 10,023 +8,327 +491.0% 0.01% $257K 2024-07-31 $24.39
2024 Q1 ADDED 1,696 +1,403 +478.8% 0.00% $42K 2024-05-14 $24.00
2023 Q4 INITIATED 293 0.00% $7K 2024-02-15 $22.47

FAQ About Farther Finance Advisors, LLC and FDEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning FDEM?

Farther Finance Advisors, LLC reported FDEM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FDEM position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for FDEM was 0.02% in 2025 Q2.

What is the latest reported FDEM position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 33,443 shares, equal to 0.01% of portfolio, with an estimated market value of $1.1M.

What does the chart on this FDEM ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly FDEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their FDEM position?

Based on 13F filing dates vs. subsequent FDEM price moves, Farther Finance Advisors, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on FDEM relative to SPY over the holding period was +2.6%.

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