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

Bridge Advisory’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
2024
Q3 		$2.3M Buy
79,341
+188
+0.2% +$5.28K 1.09% 25
2024
Q2 		$2.15M Sell
79,153
-1,244
-2% -$34.4K 1.06% 26
2024
Q1 		$2.26M Buy
+80,397
New +$2.29M 1.12% 24

Other funds holding FEMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bridge Advisory's FEMB Position: Q3 2024 in Review

Bridge Advisory increased its First Trust Emerging Markets Local Currency Bond ETF (FEMB) stake by 0.24% in Q3 2024, buying an estimated $5.28K and bringing the position to 79,341 shares worth $2.3M. The position accounts for 1.09% of the portfolio, ranked #25.

Bridge Advisory first reported a position in FEMB in Q1 2024 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold FEMB as of Q3 2024.

  • Bridge Advisory held 79,341 shares of First Trust Emerging Markets Local Currency Bond ETF worth $2.3M as of Q3 2024.
  • Bridge Advisory bought 188 First Trust Emerging Markets Local Currency Bond ETF shares in Q3 2024, an estimated $5.28K.
  • First Trust Emerging Markets Local Currency Bond ETF made up 1.09% of Bridge Advisory's portfolio in Q3 2024, its #25 holding.
  • Bridge Advisory first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.