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

Kingsview 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
2021 Q1	–	Sell	-8,212	Closed	-$313K	–	887
2020 Q4	$313K	Sell	8,212 -943	-10%	-$34.1K	0.02%	545
2020 Q3	$313K	Sell	9,155 -3,221	-26%	-$113K	0.03%	468
2020 Q2	$428K	Buy	12,376 +3,661	+42%	+$123K	0.04%	362
2020 Q1	$276K	Buy	8,715 +2,752	+46%	+$101K	0.04%	376
2019 Q4	$233K	Buy	+5,963	New	+$229K	0.03%	419

Other funds holding FEMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Kingsview Wealth Management's FEMB Position: Q1 2021 in Review

Kingsview Wealth Management sold out of First Trust Emerging Markets Local Currency Bond ETF (FEMB) in Q1 2021, closing a stake of 8,212 shares — an estimated $313K sold.

Kingsview Wealth Management first reported a position in FEMB in Q4 2019 and held it in 5 quarters. The position peaked at $428K in Q2 2020. 60 funds tracked by Wall St. Rank hold FEMB as of Q1 2021.

Kingsview Wealth Management reported no remaining First Trust Emerging Markets Local Currency Bond ETF position as of Q1 2021 after selling out during the quarter.
Kingsview Wealth Management sold 8,212 First Trust Emerging Markets Local Currency Bond ETF shares in Q1 2021, an estimated $313K.
Kingsview Wealth Management first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q4 2019 and held it in 5 quarters.
Kingsview Wealth Management's First Trust Emerging Markets Local Currency Bond ETF position peaked at $428K in Q2 2020.
60 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q1 2021.

Based on Kingsview Wealth Management's 13F filing for Q1 2021, filed 24 May 2021.