Next Financial Group’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

Next Financial Group’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	$21K	Buy	673 +633	+1,583%	+$20.1K	﹤0.01%	1859
2021 Q3	$1K	Hold	40	–	–	﹤0.01%	2610
2021 Q2	$1K	Sell	40 -3	-7%	-$106	﹤0.01%	2512
2021 Q1	$1K	Buy	43 +3	+8%	+$110	﹤0.01%	2407
2020 Q4	$2K	Sell	40 -38	-49%	-$1.37K	﹤0.01%	2175
2020 Q3	$3K	Buy	+78	New	+$2.74K	﹤0.01%	1963
2019 Q4	–	Sell	-546	Closed	-$21K	–	2409
2019 Q3	$21K	Hold	546	–	–	﹤0.01%	1428
2019 Q2	$21K	Buy	+546	New	+$20.7K	﹤0.01%	1445
2019 Q1	–	Sell	-546	Closed	-$20K	–	1766
2018 Q4	$20K	Buy	+546	New	+$20K	﹤0.01%	1087

Other funds holding FEMB

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Next Financial Group's FEMB Position: Q4 2021 in Review

Next Financial Group increased its First Trust Emerging Markets Local Currency Bond ETF (FEMB) stake by 1,583% in Q4 2021, buying an estimated $20.1K and bringing the position to 673 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

Next Financial Group first reported a position in FEMB in Q4 2018 and has held it in 9 quarters since. 64 funds tracked by Wall St. Rank hold FEMB as of Q4 2021.

Next Financial Group held 673 shares of First Trust Emerging Markets Local Currency Bond ETF worth $21K as of Q4 2021.
Next Financial Group bought 633 First Trust Emerging Markets Local Currency Bond ETF shares in Q4 2021, an estimated $20.1K.
First Trust Emerging Markets Local Currency Bond ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1859 holding.
Next Financial Group first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q4 2018 and has held it in 9 quarters since.
64 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.