Brendel Financial Advisors’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

Brendel Financial 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
2020 Q4	–	Sell	-30,928	Closed	-$1.06M	–	81
2020 Q3	$1.06M	Sell	30,928 -2,918	-9%	-$103K	0.85%	37
2020 Q2	$1.17M	Buy	33,846 +9,053	+37%	+$304K	1.01%	34
2020 Q1	$784K	Buy	24,793 +16,963	+217%	+$624K	0.92%	37
2019 Q4	$306K	Buy	+7,830	New	+$301K	0.26%	72

Other funds holding FEMB

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

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

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

1IA

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

KCM

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Brendel Financial Advisors's FEMB Position: Q4 2020 in Review

Brendel Financial Advisors sold out of First Trust Emerging Markets Local Currency Bond ETF (FEMB) in Q4 2020, closing a stake of 30,928 shares — an estimated $1.06M sold.

Brendel Financial Advisors first reported a position in FEMB in Q4 2019 and held it in 4 quarters. The position peaked at $1.17M in Q2 2020. 56 funds tracked by Wall St. Rank hold FEMB as of Q4 2020.

Brendel Financial Advisors reported no remaining First Trust Emerging Markets Local Currency Bond ETF position as of Q4 2020 after selling out during the quarter.
Brendel Financial Advisors sold 30,928 First Trust Emerging Markets Local Currency Bond ETF shares in Q4 2020, an estimated $1.06M.
Brendel Financial Advisors first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q4 2019 and held it in 4 quarters.
Brendel Financial Advisors's First Trust Emerging Markets Local Currency Bond ETF position peaked at $1.17M in Q2 2020.
56 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q4 2020.

Based on Brendel Financial Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.