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Synergy Investment Management’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

Synergy Investment Management’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
2025
Q1 		– Sell
-133
Closed -$3.46K – 619
2024
Q4 		$3.46K Buy
+133
New +$3.63K ﹤0.01% 512

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Synergy Investment Management's FEMB Position: Q1 2025 in Review

Synergy Investment Management sold out of First Trust Emerging Markets Local Currency Bond ETF (FEMB) in Q1 2025, closing a stake of 133 shares — an estimated $3.46K sold.

Synergy Investment Management first reported a position in FEMB in Q4 2024 and held it in 1 quarter. The position peaked at $3.46K in Q4 2024. 55 funds tracked by Wall St. Rank hold FEMB as of Q1 2025.

  • Synergy Investment Management reported no remaining First Trust Emerging Markets Local Currency Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 133 First Trust Emerging Markets Local Currency Bond ETF shares in Q1 2025, an estimated $3.46K.
  • Synergy Investment Management first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's First Trust Emerging Markets Local Currency Bond ETF position peaked at $3.46K in Q4 2024.
  • 55 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.