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Wintrust Investments’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

Wintrust Investments’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
2024
Q4 		$26K Sell
1,016
-8
-0.8% -$218 0.02% 348
2024
Q3 		$29K Sell
1,024
-9,089
-90% -$255K 0.02% 408
2024
Q2 		$275K Buy
10,113
+132
+1% +$3.65K 0.02% 395
2024
Q1 		$281K Buy
9,981
+124
+1% +$3.54K 0.02% 392
2023
Q4 		$287K Buy
9,857
+118
+1% +$3.28K 0.03% 357
2023
Q3 		$263K Buy
9,739
+118
+1% +$3.35K 0.03% 350
2023
Q2 		$276K Sell
9,621
-202
-2% -$5.66K 0.03% 345
2023
Q1 		$272K Buy
9,823
+119
+1% +$3.22K 0.03% 285
2022
Q4 		$255K Sell
9,704
-346
-3% -$8.76K 0.03% 311
2022
Q3 		$246K Buy
10,050
+950
+10% +$24.7K 0.03% 341
2022
Q2 		$243K Buy
9,100
+223
+3% +$6.27K 0.03% 335
2022
Q1 		$268K Buy
8,877
+103
+1% +$3.17K 0.03% 344
2021
Q4 		$273K Buy
+8,774
New +$279K 0.03% 355
2021
Q3 		– Sell
-7,339
Closed -$256K – 321
2021
Q2 		$256K Buy
7,339
+428
+6% +$15.1K 0.03% 366
2021
Q1 		$238K Buy
6,911
+1,202
+21% +$44K 0.02% 365
2020
Q4 		$217K Buy
+5,709
New +$206K 0.06% 167

Other funds holding FEMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wintrust Investments's FEMB Position: Q4 2024 in Review

Wintrust Investments reduced its First Trust Emerging Markets Local Currency Bond ETF (FEMB) stake by 0.78% in Q4 2024, selling an estimated $218 and leaving 1,016 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #348.

Wintrust Investments first reported a position in FEMB in Q4 2020 and has held it in 16 quarters since. The position peaked at $287K in Q4 2023. 70 funds tracked by Wall St. Rank hold FEMB as of Q4 2024.

  • Wintrust Investments held 1,016 shares of First Trust Emerging Markets Local Currency Bond ETF worth $26K as of Q4 2024.
  • Wintrust Investments sold 8 First Trust Emerging Markets Local Currency Bond ETF shares in Q4 2024, an estimated $218.
  • First Trust Emerging Markets Local Currency Bond ETF made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #348 holding.
  • Wintrust Investments first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q4 2020 and has held it in 16 quarters since.
  • Wintrust Investments's First Trust Emerging Markets Local Currency Bond ETF position peaked at $287K in Q4 2023.
  • 70 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.