Avantax Advisory Services’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

Avantax Advisory Services’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	-24,246	Closed	-$648K	–	1347
2022 Q2	$648K	Buy	24,246 +674	+3%	+$19K	0.01%	675
2022 Q1	$710K	Buy	23,572 +4,156	+21%	+$128K	0.01%	651
2021 Q4	$605K	Buy	19,416 +3,836	+25%	+$122K	0.01%	699
2021 Q3	$506K	Buy	15,580 +604	+4%	+$20.5K	0.01%	718
2021 Q2	$522K	Buy	14,976 +4,897	+49%	+$173K	0.01%	697
2021 Q1	$348K	Buy	10,079 +4,453	+79%	+$163K	0.01%	747
2020 Q4	$217K	Buy	+5,626	New	+$203K	0.01%	852
2020 Q2	–	Sell	-7,743	Closed	-$244K	–	862
2020 Q1	$244K	Buy	+7,743	New	+$285K	0.01%	651

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 $74.2B AUM 21.09% 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 $21.3B AUM 22.13% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

EPAM

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

Avantax Advisory Services's FEMB Position: Q3 2022 in Review

Avantax Advisory Services sold out of First Trust Emerging Markets Local Currency Bond ETF (FEMB) in Q3 2022, closing a stake of 24,246 shares — an estimated $648K sold.

Avantax Advisory Services first reported a position in FEMB in Q1 2020 and held it in 8 quarters. The position peaked at $710K in Q1 2022. 42 funds tracked by Wall St. Rank hold FEMB as of Q3 2022.

Avantax Advisory Services reported no remaining First Trust Emerging Markets Local Currency Bond ETF position as of Q3 2022 after selling out during the quarter.
Avantax Advisory Services sold 24,246 First Trust Emerging Markets Local Currency Bond ETF shares in Q3 2022, an estimated $648K.
Avantax Advisory Services first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q1 2020 and held it in 8 quarters.
Avantax Advisory Services's First Trust Emerging Markets Local Currency Bond ETF position peaked at $710K in Q1 2022.
42 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q3 2022.

Based on Avantax Advisory Services's 13F filing for Q3 2022, filed 2 Nov 2022.