LVZ Inc’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

LVZ Inc’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	-30,307	Closed	-$987K	–	109
2021 Q3	$987K	Buy	30,307 +1,309	+5%	+$44.5K	0.14%	42
2021 Q2	$1.01M	Sell	28,998 -5,968	-17%	-$210K	0.15%	44
2021 Q1	$1.2M	Buy	+34,966	New	+$1.28M	0.19%	39
2017 Q4	–	Sell	-216,159	Closed	-$9.36M	–	71
2017 Q3	$9.36M	Buy	216,159 +9,142	+4%	+$399K	3.01%	12
2017 Q2	$8.48M	Buy	207,017 +5,827	+3%	+$248K	2.94%	11
2017 Q1	$8.5M	Buy	201,190 +18,220	+10%	+$753K	3.13%	11
2016 Q4	$7.34M	Buy	182,970 +30,669	+20%	+$1.26M	2.92%	13
2016 Q3	$6.52M	Buy	+152,301	New	+$6.59M	2.68%	14

Other funds holding FEMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

KCM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LVZ Inc's FEMB Position: Q4 2021 in Review

LVZ Inc sold out of First Trust Emerging Markets Local Currency Bond ETF (FEMB) in Q4 2021, closing a stake of 30,307 shares — an estimated $987K sold.

LVZ Inc first reported a position in FEMB in Q3 2016 and held it in 8 quarters. The position peaked at $9.36M in Q3 2017. 64 funds tracked by Wall St. Rank hold FEMB as of Q4 2021.

LVZ Inc reported no remaining First Trust Emerging Markets Local Currency Bond ETF position as of Q4 2021 after selling out during the quarter.
LVZ Inc sold 30,307 First Trust Emerging Markets Local Currency Bond ETF shares in Q4 2021, an estimated $987K.
LVZ Inc first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q3 2016 and held it in 8 quarters.
LVZ Inc's First Trust Emerging Markets Local Currency Bond ETF position peaked at $9.36M in Q3 2017.
64 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q4 2021.

Based on LVZ Inc's 13F filing for Q4 2021, filed 28 Jan 2022.