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

Oakworth Capital’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	-60	Closed	-$2K	–	581
2020 Q4	$2K	Hold	60	–	–	﹤0.01%	534
2020 Q3	$2K	Hold	60	–	–	﹤0.01%	538
2020 Q2	$2K	Buy	+60	New	+$2.02K	﹤0.01%	530

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

Oakworth Capital's FEMB Position: Q1 2021 in Review

Oakworth Capital sold out of First Trust Emerging Markets Local Currency Bond ETF (FEMB) in Q1 2021, closing a stake of 60 shares — an estimated $2K sold.

Oakworth Capital first reported a position in FEMB in Q2 2020 and held it in 3 quarters. The position peaked at $2K in Q4 2020. 60 funds tracked by Wall St. Rank hold FEMB as of Q1 2021.

Oakworth Capital reported no remaining First Trust Emerging Markets Local Currency Bond ETF position as of Q1 2021 after selling out during the quarter.
Oakworth Capital sold 60 First Trust Emerging Markets Local Currency Bond ETF shares in Q1 2021, an estimated $2K.
Oakworth Capital first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q2 2020 and held it in 3 quarters.
Oakworth Capital's First Trust Emerging Markets Local Currency Bond ETF position peaked at $2K in Q4 2020.
60 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q1 2021.

Based on Oakworth Capital's 13F filing for Q1 2021, filed 30 Apr 2021.