Summit Wealth Partners’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

Summit Wealth Partners’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 Q1	–	Sell	-10,147	Closed	-$396K	–	114
2019 Q4	$396K	Buy	+10,147	New	+$390K	0.14%	77

Other funds holding FEMB

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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APWM

Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

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

Summit Wealth Partners's FEMB Position: Q1 2020 in Review

Summit Wealth Partners sold out of First Trust Emerging Markets Local Currency Bond ETF (FEMB) in Q1 2020, closing a stake of 10,147 shares — an estimated $396K sold.

Summit Wealth Partners first reported a position in FEMB in Q4 2019 and held it in 1 quarter. The position peaked at $396K in Q4 2019. 46 funds tracked by Wall St. Rank hold FEMB as of Q1 2020.

Summit Wealth Partners reported no remaining First Trust Emerging Markets Local Currency Bond ETF position as of Q1 2020 after selling out during the quarter.
Summit Wealth Partners sold 10,147 First Trust Emerging Markets Local Currency Bond ETF shares in Q1 2020, an estimated $396K.
Summit Wealth Partners first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q4 2019 and held it in 1 quarter.
Summit Wealth Partners's First Trust Emerging Markets Local Currency Bond ETF position peaked at $396K in Q4 2019.
46 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q1 2020.

Based on Summit Wealth Partners's 13F filing for Q1 2020, filed 10 Sep 2024.