Moneta Group Investment Advisors’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

Moneta Group Investment Advisors’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
2019 Q3	–	Sell	-981	Closed	-$38K	–	286
2019 Q2	$38K	Sell	981 -22	-2%	-$833	﹤0.01%	233
2019 Q1	$38K	Buy	+1,003	New	+$38.1K	﹤0.01%	238

Other funds holding FEMB

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

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

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WFG

Wills Financial Group Richmond, Virginia $265M AUM 16.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Moneta Group Investment Advisors's FEMB Position: Q3 2019 in Review

Moneta Group Investment Advisors sold out of First Trust Emerging Markets Local Currency Bond ETF (FEMB) in Q3 2019, closing a stake of 981 shares — an estimated $38K sold.

Moneta Group Investment Advisors first reported a position in FEMB in Q1 2019 and held it in 2 quarters. The position peaked at $38K in Q2 2019. 39 funds tracked by Wall St. Rank hold FEMB as of Q3 2019.

Moneta Group Investment Advisors reported no remaining First Trust Emerging Markets Local Currency Bond ETF position as of Q3 2019 after selling out during the quarter.
Moneta Group Investment Advisors sold 981 First Trust Emerging Markets Local Currency Bond ETF shares in Q3 2019, an estimated $38K.
Moneta Group Investment Advisors first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q1 2019 and held it in 2 quarters.
Moneta Group Investment Advisors's First Trust Emerging Markets Local Currency Bond ETF position peaked at $38K in Q2 2019.
39 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q3 2019.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.