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

WealthSource 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
2022
Q2 		– Sell
-7,869
Closed -$237K – 542
2022
Q1 		$237K Buy
+7,869
New +$242K 0.02% 508
2020
Q2 		– Sell
-6,538
Closed -$207K – 361
2020
Q1 		$207K Buy
+6,538
New +$240K 0.03% 304

Other funds holding FEMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthSource Partners's FEMB Position: Q2 2022 in Review

WealthSource Partners sold out of First Trust Emerging Markets Local Currency Bond ETF (FEMB) in Q2 2022, closing a stake of 7,869 shares — an estimated $237K sold.

WealthSource Partners first reported a position in FEMB in Q1 2020 and held it in 2 quarters. The position peaked at $237K in Q1 2022. 63 funds tracked by Wall St. Rank hold FEMB as of Q2 2022.

  • WealthSource Partners reported no remaining First Trust Emerging Markets Local Currency Bond ETF position as of Q2 2022 after selling out during the quarter.
  • WealthSource Partners sold 7,869 First Trust Emerging Markets Local Currency Bond ETF shares in Q2 2022, an estimated $237K.
  • WealthSource Partners first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q1 2020 and held it in 2 quarters.
  • WealthSource Partners's First Trust Emerging Markets Local Currency Bond ETF position peaked at $237K in Q1 2022.
  • 63 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q2 2022.

Based on WealthSource Partners's 13F filing for Q2 2022, filed 10 Aug 2022.