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First Trust Emerging Markets Local Currency Bond ETF
FEMB

59 hedge funds and large institutions have $117M invested in First Trust Emerging Markets Local Currency Bond ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

18% more funds holding

Funds holding: 50 → 59 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $118M → $117M (-$774K)

6.4% less ownership

Funds ownership: 79.16% → 72.77% (-6.4%)

Holders
59
Holders Change
+9
Holders Change %
+18%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
22
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisory Group
Washington
+$2.56M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.41M
3
BA
Bridge Advisory
California
+$2.29M
4
LPL Financial
LPL Financial
California
+$2.21M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.82M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.17M
2
Jane Street
Jane Street
New York
-$5.12M
3
SMF
Sterling Manor Financial
New York
-$2.53M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.25M
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
26
Csenge Advisory Group
Florida
$998K +$630K +22,089 +165%
BAM
27
Belpointe Asset Management
Nevada
$995K +$1.01M +35,318 New
WCFA
28
Walkner Condon Financial Advisors
Wisconsin
$993K -$119K -4,175 -11%
CCA
29
Cottonwood Capital Advisors
Utah
$970K -$14.7K -516 -1%
First Trust Advisors
30
First Trust Advisors
Illinois
$833K +$72.8K +2,552 +9%
VWA
31
Visionary Wealth Advisors
Illinois
$751K +$761K +26,669 New
DADC
32
D.A. Davidson & Co
Montana
$728K +$191K +6,711 +35%
CWA
33
Clarus Wealth Advisors
Arizona
$599K -$1.14K -40 -0.2%
Osaic Holdings
34
Osaic Holdings
Arizona
$469K -$469K -16,443 -50%
SAM
35
Synergy Asset Management
Washington
$447K -$42.2K -1,479 -9%
ASN
36
Advisory Services Network
Georgia
$416K – – –
WWMSC
37
Wagner Wealth Management (South Carolina)
South Carolina
$369K -$51.2K -1,795 -12%
FTUS
38
Flow Traders U.S.
New York
$282K +$285K +10,000 New
PFS
39
Prospera Financial Services
Texas
$281K -$72.8K -2,552 -20%
WI
40
Wintrust Investments
Illinois
$281K +$3.54K +124 +1%
KF
41
KKM Financial
Illinois
$229K +$232K +8,127 New
CFGS
42
Concourse Financial Group Securities
Alabama
$222K +$62.8K +2,201 +39%
Stifel Financial
43
Stifel Financial
Missouri
$209K -$19.1K -670 -8%
Comerica Bank
44
Comerica Bank
Texas
$203K +$23.1K +809 +13%
SWM
45
Spire Wealth Management
Virginia
$191K +$194K +6,795 New
BFEC
46
Benjamin F. Edwards & Company
Missouri
$120K +$121K +4,259 New
PTC
47
Private Trust Company
Ohio
$87K +$82.3K +2,886 +1,436%
CIAS
48
Capital Investment Advisory Services
North Carolina
$35.7K – – –
PS
49
Principal Securities
Iowa
$31.8K – – –
CAL
50
Capital Analysts LLC
Pennsylvania
$29K -$47.3K -1,659 -62%
1
2
3

FEMB Hedge Fund Activity: Q1 2024 in Review

59 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Local Currency Bond ETF (FEMB) for Q1 2024, worth a combined $117M — down 0.66% from $118M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FEMB positions and 2 closed out — a net gain of 11 holders — while 22 added to existing stakes and 16 trimmed.

The largest buyer was Private Advisory Group, opening a new position worth an estimated $2.56M. The largest seller was Morgan Stanley, cutting an estimated $6.17M.

  • 59 institutional investors held First Trust Emerging Markets Local Currency Bond ETF (FEMB) as of Q1 2024, up from 50 in Q4 2023.
  • Funds reported $117M of First Trust Emerging Markets Local Currency Bond ETF stock for Q1 2024, down 0.66% quarter-over-quarter.
  • 13 funds opened new First Trust Emerging Markets Local Currency Bond ETF positions in Q1 2024 and 2 closed out, a net change of +11 holders.
  • The largest First Trust Emerging Markets Local Currency Bond ETF buyer in Q1 2024 was Private Advisory Group, an estimated $2.56M added.
  • The largest First Trust Emerging Markets Local Currency Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $6.17M sold.

Based on aggregated 13F filings for Q1 2024.