Private Advisory Group’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

Private Advisory 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
2024 Q3	–	Sell	-104,300	Closed	-$2.83M	–	203
2024 Q2	$2.83M	Buy	104,300 +14,450	+16%	+$399K	0.37%	66
2024 Q1	$2.53M	Buy	+89,850	New	+$2.56M	0.36%	75
2020 Q2	–	Sell	-18,087	Closed	-$572K	–	117
2020 Q1	$572K	Buy	+18,087	New	+$665K	0.29%	61

Other funds holding FEMB

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

RJFSA

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

Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return

Private Advisory Group's FEMB Position: Q3 2024 in Review

Private Advisory Group sold out of First Trust Emerging Markets Local Currency Bond ETF (FEMB) in Q3 2024, closing a stake of 104,300 shares — an estimated $2.83M sold.

Private Advisory Group first reported a position in FEMB in Q1 2020 and held it in 3 quarters. The position peaked at $2.83M in Q2 2024. 66 funds tracked by Wall St. Rank hold FEMB as of Q3 2024.

Private Advisory Group reported no remaining First Trust Emerging Markets Local Currency Bond ETF position as of Q3 2024 after selling out during the quarter.
Private Advisory Group sold 104,300 First Trust Emerging Markets Local Currency Bond ETF shares in Q3 2024, an estimated $2.83M.
Private Advisory Group first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q1 2020 and held it in 3 quarters.
Private Advisory Group's First Trust Emerging Markets Local Currency Bond ETF position peaked at $2.83M in Q2 2024.
66 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q3 2024.

Based on Private Advisory Group's 13F filing for Q3 2024, filed 9 Oct 2024.