1834 Investment Advisors’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

1834 Investment Advisors’s Portfolio FEMB Stock Details FEMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-64,325	Closed	-$1.72M	–	286
2022 Q2	$1.72M	Sell	64,325 -210,830	-77%	-$5.93M	0.24%	74
2022 Q1	$8.3M	Sell	275,155 -2,152	-0.8%	-$66.2K	1.02%	36
2021 Q4	$8.64M	Sell	277,307 -18,262	-6%	-$580K	0.98%	35
2021 Q3	$9.63M	Buy	295,569 +50,595	+21%	+$1.72M	1.17%	29
2021 Q2	$8.53M	Buy	244,974 +16,603	+7%	+$586K	1.03%	35
2021 Q1	$7.85M	Buy	228,371 +12,012	+6%	+$440K	1.02%	36
2020 Q4	$8.23M	Buy	216,359 +5,131	+2%	+$185K	1.1%	33
2020 Q3	$7.23M	Buy	+211,228	New	+$7.42M	1.05%	34

Other funds holding FEMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return

1834 Investment Advisors's FEMB Position: Q3 2022 in Review

1834 Investment Advisors sold out of First Trust Emerging Markets Local Currency Bond ETF (FEMB) in Q3 2022, closing a stake of 64,325 shares — an estimated $1.72M sold.

1834 Investment Advisors first reported a position in FEMB in Q3 2020 and held it in 8 quarters. The position peaked at $9.63M in Q3 2021. 42 funds tracked by Wall St. Rank hold FEMB as of Q3 2022.

1834 Investment Advisors reported no remaining First Trust Emerging Markets Local Currency Bond ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 64,325 First Trust Emerging Markets Local Currency Bond ETF shares in Q3 2022, an estimated $1.72M.
1834 Investment Advisors first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q3 2020 and held it in 8 quarters.
1834 Investment Advisors's First Trust Emerging Markets Local Currency Bond ETF position peaked at $9.63M in Q3 2021.
42 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.