Karp Capital Management’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

Karp Capital 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	-14,579	Closed	-$389K	–	136
2022 Q2	$389K	Sell	14,579 -1,329	-8%	-$37.4K	0.07%	112
2022 Q1	$480K	Sell	15,908 -219,848	-93%	-$6.76M	0.07%	98
2021 Q4	$7.35M	Sell	235,756 -2,866	-1%	-$91K	0.92%	42
2021 Q3	$7.77M	Buy	238,622 +32,350	+16%	+$1.1M	1.1%	33
2021 Q2	$7.18M	Buy	206,272 +17,552	+9%	+$619K	1.06%	34
2021 Q1	$6.49M	Buy	188,720 +22,972	+14%	+$841K	1.17%	31
2020 Q4	$6.31M	Buy	165,748 +23,120	+16%	+$835K	1.3%	29
2020 Q3	$4.88M	Buy	+142,628	New	+$5.01M	1.19%	35

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 $21.8B AUM 28.57% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return

Karp Capital Management's FEMB Position: Q3 2022 in Review

Karp Capital Management sold out of First Trust Emerging Markets Local Currency Bond ETF (FEMB) in Q3 2022, closing a stake of 14,579 shares — an estimated $389K sold.

Karp Capital Management first reported a position in FEMB in Q3 2020 and held it in 8 quarters. The position peaked at $7.77M in Q3 2021. 42 funds tracked by Wall St. Rank hold FEMB as of Q3 2022.

Karp Capital Management reported no remaining First Trust Emerging Markets Local Currency Bond ETF position as of Q3 2022 after selling out during the quarter.
Karp Capital Management sold 14,579 First Trust Emerging Markets Local Currency Bond ETF shares in Q3 2022, an estimated $389K.
Karp Capital Management first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q3 2020 and held it in 8 quarters.
Karp Capital Management's First Trust Emerging Markets Local Currency Bond ETF position peaked at $7.77M 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 Karp Capital Management's 13F filing for Q3 2022, filed 18 Oct 2022.