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

Echo 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
2022 Q3	–	Sell	-36,860	Closed	-$961K	–	45
2022 Q2	$961K	Sell	36,860 -23,091	-39%	-$650K	1.29%	19
2022 Q1	$1.77M	Buy	59,951 +9,020	+18%	+$277K	2.09%	15
2021 Q4	$1.58M	Sell	50,931 -21,520	-30%	-$683K	1.8%	18
2021 Q3	$2.35M	Buy	72,451 +14,857	+26%	+$505K	2.78%	12
2021 Q2	$1.99M	Buy	57,594 +1,954	+4%	+$68.9K	2.54%	13
2021 Q1	$1.91M	Buy	+55,640	New	+$2.04M	2.41%	13

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

Echo Wealth Management's FEMB Position: Q3 2022 in Review

Echo Wealth Management sold out of First Trust Emerging Markets Local Currency Bond ETF (FEMB) in Q3 2022, closing a stake of 36,860 shares — an estimated $961K sold.

Echo Wealth Management first reported a position in FEMB in Q1 2021 and held it in 6 quarters. The position peaked at $2.35M in Q3 2021. 42 funds tracked by Wall St. Rank hold FEMB as of Q3 2022.

Echo Wealth Management reported no remaining First Trust Emerging Markets Local Currency Bond ETF position as of Q3 2022 after selling out during the quarter.
Echo Wealth Management sold 36,860 First Trust Emerging Markets Local Currency Bond ETF shares in Q3 2022, an estimated $961K.
Echo Wealth Management first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q1 2021 and held it in 6 quarters.
Echo Wealth Management's First Trust Emerging Markets Local Currency Bond ETF position peaked at $2.35M 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 Echo Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.