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

Patriot Financial Group Insurance Agency’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
2018 Q2	–	Sell	-142	Closed	-$6K	–	693
2018 Q1	$6K	Hold	142	–	–	﹤0.01%	687
2017 Q4	$6K	Hold	142	–	–	﹤0.01%	686
2017 Q3	$6K	Hold	142	–	–	0.01%	661
2017 Q2	$6K	Buy	+142	New	+$6.05K	0.01%	640

Other funds holding FEMB

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

WFG

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

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

RJFSA

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FEMB Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Emerging Markets Local Currency Bond ETF (FEMB) in Q2 2018, closing a stake of 142 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in FEMB in Q2 2017 and held it in 4 quarters. The position peaked at $6K in Q1 2018. 30 funds tracked by Wall St. Rank hold FEMB as of Q2 2018.

Patriot Financial Group Insurance Agency reported no remaining First Trust Emerging Markets Local Currency Bond ETF position as of Q2 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 142 First Trust Emerging Markets Local Currency Bond ETF shares in Q2 2018, an estimated $6K.
Patriot Financial Group Insurance Agency first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q2 2017 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's First Trust Emerging Markets Local Currency Bond ETF position peaked at $6K in Q1 2018.
30 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.