Atlas Private Wealth Management’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

Atlas Private Wealth Management’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
2021 Q1	–	Sell	-900	Closed	-$34K	–	415
2020 Q4	$34K	Sell	900 -63,200	-99%	-$2.28M	0.02%	222
2020 Q3	$2.19M	Sell	64,100 -1,318	-2%	-$46.3K	1.72%	14
2020 Q2	$2.26M	Sell	65,418 -1,312	-2%	-$44.1K	1.82%	11
2020 Q1	$2.11M	Buy	66,730 +7,597	+13%	+$279K	1.95%	10
2019 Q4	$2.31M	Buy	+59,133	New	+$2.27M	1.77%	10

Other funds holding FEMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Atlas Private Wealth Management's FEMB Position: Q1 2021 in Review

Atlas Private Wealth Management sold out of First Trust Emerging Markets Local Currency Bond ETF (FEMB) in Q1 2021, closing a stake of 900 shares — an estimated $34K sold.

Atlas Private Wealth Management first reported a position in FEMB in Q4 2019 and held it in 5 quarters. The position peaked at $2.31M in Q4 2019. 60 funds tracked by Wall St. Rank hold FEMB as of Q1 2021.

Atlas Private Wealth Management reported no remaining First Trust Emerging Markets Local Currency Bond ETF position as of Q1 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 900 First Trust Emerging Markets Local Currency Bond ETF shares in Q1 2021, an estimated $34K.
Atlas Private Wealth Management first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q4 2019 and held it in 5 quarters.
Atlas Private Wealth Management's First Trust Emerging Markets Local Currency Bond ETF position peaked at $2.31M in Q4 2019.
60 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q1 2021.

Based on Atlas Private Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.