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FEMB icon

Gradient Investments’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

Gradient Investments’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 		– Sell
-469
Closed -$12.7K – 647
2024
Q2 		$12.7K Buy
+469
New +$13K ﹤0.01% 701
2023
Q1 		– Sell
-44
Closed -$1.16K – 1557
2022
Q4 		$1.16K Sell
44
-1,893
-98% -$47.9K ﹤0.01% 1172
2022
Q3 		$47K Sell
1,937
-336,940
-99% -$8.76M ﹤0.01% 488
2022
Q2 		$9.05M Sell
338,877
-2,130
-0.6% -$59.9K 0.26% 110
2022
Q1 		$10.3M Buy
+341,007
New +$10.5M 0.26% 108

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
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return

Gradient Investments's FEMB Position: Q3 2024 in Review

Gradient Investments sold out of First Trust Emerging Markets Local Currency Bond ETF (FEMB) in Q3 2024, closing a stake of 469 shares — an estimated $12.7K sold.

Gradient Investments first reported a position in FEMB in Q1 2022 and held it in 5 quarters. The position peaked at $10.3M in Q1 2022. 66 funds tracked by Wall St. Rank hold FEMB as of Q3 2024.

  • Gradient Investments reported no remaining First Trust Emerging Markets Local Currency Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 469 First Trust Emerging Markets Local Currency Bond ETF shares in Q3 2024, an estimated $12.7K.
  • Gradient Investments first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q1 2022 and held it in 5 quarters.
  • Gradient Investments's First Trust Emerging Markets Local Currency Bond ETF position peaked at $10.3M in Q1 2022.
  • 66 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.