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	–	2733
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	–	359
2016 Q4	$4K	Buy	+96	New	+$3.96K	﹤0.01%	549

Other funds holding FEMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sowell Financial Services's FEMB Position: Q4 2020 in Review

Sowell Financial Services sold out of First Trust Emerging Markets Local Currency Bond ETF (FEMB) in Q4 2020, closing a stake of 344 shares — an estimated $12K sold.

Sowell Financial Services first reported a position in FEMB in Q4 2016 and held it in 6 quarters. The position peaked at $13K in Q4 2019. 56 funds tracked by Wall St. Rank hold FEMB as of Q4 2020.

Sowell Financial Services reported no remaining First Trust Emerging Markets Local Currency Bond ETF position as of Q4 2020 after selling out during the quarter.
Sowell Financial Services sold 344 First Trust Emerging Markets Local Currency Bond ETF shares in Q4 2020, an estimated $12K.
Sowell Financial Services first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q4 2016 and held it in 6 quarters.
Sowell Financial Services's First Trust Emerging Markets Local Currency Bond ETF position peaked at $13K in Q4 2019.
56 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.