SFS
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Sowell Financial Services’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

Sowell Financial Services’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
2020
Q4 		– Sell
-344
Closed -$12K – 2737
2020
Q3 		$12K Buy
344
+7
+2% +$246 ﹤0.01% 1746
2020
Q2 		$12K Buy
337
+5
+2% +$168 ﹤0.01% 1623
2020
Q1 		$11K Buy
332
+4
+1% +$147 ﹤0.01% 1576
2019
Q4 		$13K Buy
328
+5
+2% +$192 ﹤0.01% 1590
2019
Q3 		$12K Buy
+323
New +$12.5K ﹤0.01% 1467
2017
Q1 		– Sell
-96
Closed -$4K – 360
2016
Q4 		$4K Buy
+96
New +$3.96K ﹤0.01% 549

Other funds holding FEMB

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Jane Street
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SAM
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
First Trust Advisors
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
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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return