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Integrated Wealth Concepts’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

Integrated Wealth Concepts’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
2021
Q4 		– Sell
-6,570
Closed -$214K – 1001
2021
Q3 		$214K Buy
+6,570
New +$223K 0.01% 870

Other funds holding FEMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Integrated Wealth Concepts's FEMB Position: Q4 2021 in Review

Integrated Wealth Concepts sold out of First Trust Emerging Markets Local Currency Bond ETF (FEMB) in Q4 2021, closing a stake of 6,570 shares — an estimated $214K sold.

Integrated Wealth Concepts first reported a position in FEMB in Q3 2021 and held it in 1 quarter. The position peaked at $214K in Q3 2021. 64 funds tracked by Wall St. Rank hold FEMB as of Q4 2021.

  • Integrated Wealth Concepts reported no remaining First Trust Emerging Markets Local Currency Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Integrated Wealth Concepts sold 6,570 First Trust Emerging Markets Local Currency Bond ETF shares in Q4 2021, an estimated $214K.
  • Integrated Wealth Concepts first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q3 2021 and held it in 1 quarter.
  • Integrated Wealth Concepts's First Trust Emerging Markets Local Currency Bond ETF position peaked at $214K in Q3 2021.
  • 64 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q4 2021.

Based on Integrated Wealth Concepts's 13F filing for Q4 2021, filed 15 Feb 2022.