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Provence Wealth Management Group’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

Provence Wealth Management 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
2023
Q4 		$53.9K Hold
1,850
– – 0.03% 216
2023
Q3 		$50K Buy
+1,850
New +$52.4K 0.03% 209

Other funds holding FEMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return

Provence Wealth Management Group's FEMB Position: Q4 2023 in Review

Provence Wealth Management Group held its First Trust Emerging Markets Local Currency Bond ETF (FEMB) position steady in Q4 2023 at 1,850 shares worth $53.9K. The position accounts for 0.03% of the portfolio, ranked #216.

Provence Wealth Management Group first reported a position in FEMB in Q3 2023 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold FEMB as of Q4 2023.

  • Provence Wealth Management Group held 1,850 shares of First Trust Emerging Markets Local Currency Bond ETF worth $53.9K as of Q4 2023.
  • Provence Wealth Management Group left its First Trust Emerging Markets Local Currency Bond ETF share count unchanged in Q4 2023.
  • First Trust Emerging Markets Local Currency Bond ETF made up 0.03% of Provence Wealth Management Group's portfolio in Q4 2023, its #216 holding.
  • Provence Wealth Management Group first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q3 2023 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.