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First Trust Emerging Markets Local Currency Bond ETF

36 hedge funds and large institutions have $30.6M invested in First Trust Emerging Markets Local Currency Bond ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

24% more capital invested

Capital invested by funds: $24.6M → $30.6M (+$6M)

20% more funds holding

Funds holding: 3036 (+6)

0.97% more ownership

Funds ownership: 46.8%47.77% (+0.97%)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
36
Holders Change
+6
Holders Change %
+20%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
8
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.45M +$8.32M +227,769 +39,002%
First Trust Advisors
2
First Trust Advisors
Illinois
$3.29M -$91.7K -2,508 -3%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.65M -$186K -5,099 -7%
WFG
4
Wills Financial Group
Virginia
$2.13M -$806K -22,060 -28%
Bank of America
5
Bank of America
North Carolina
$1.77M -$8K -219 -0.5%
LPL Financial
6
LPL Financial
California
$1.51M -$51.5K -1,408 -3%
Citadel Advisors
7
Citadel Advisors
Florida
$1.48M +$1.46M +39,990 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.46M -$628K -17,182 -30%
Jane Street
9
Jane Street
New York
$1.36M +$1.02M +27,962 +317%
Stifel Financial
10
Stifel Financial
Missouri
$1.17M -$33K -904 -3%
AT
11
Arden Trust
Delaware
$719K +$710K +19,422 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$702K +$346K +9,474 +100%
FAAS
13
First Allied Advisory Services
California
$513K -$36.4K -997 -7%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$495K +$139K +3,817 +40%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$447K +$23.6K +646 +6%
HighTower Advisors
16
HighTower Advisors
Illinois
$332K -$11.1K -305 -3%
RJA
17
Raymond James & Associates
Florida
$315K +$512 +14 +0.2%
FWM
18
Foresight Wealth Management
Utah
$313K +$309K +8,458 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$215K +$212K +5,812 New
CA
20
Cetera Advisors
Colorado
$206K +$203K +5,561 New
QAM
21
Questar Asset Management
Minnesota
$205K +$203K +5,550 New
AIC
22
Ameritas Investment Company
Nebraska
$195K +$192K +5,258 New
CWA
23
Clarus Wealth Advisors
Arizona
$163K -$24.1K -660 -13%
CFGS
24
Concourse Financial Group Securities
Alabama
$123K +$76.2K +2,084 +168%
MOS
25
MGO One Seven
Ohio
$91K +$89.9K +2,460 New

FEMB Hedge Fund Activity: Q4 2018 in Review

36 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Local Currency Bond ETF (FEMB) for Q4 2018, worth a combined $30.6M — up 24% from $24.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FEMB positions and 7 closed out — a net gain of 7 holders — while 8 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.32M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $5.08M sold.

  • 36 institutional investors held First Trust Emerging Markets Local Currency Bond ETF (FEMB) as of Q4 2018, up from 30 in Q3 2018.
  • Funds reported $30.6M of First Trust Emerging Markets Local Currency Bond ETF stock for Q4 2018, up 24% quarter-over-quarter.
  • 14 funds opened new First Trust Emerging Markets Local Currency Bond ETF positions in Q4 2018 and 7 closed out, a net change of +7 holders.
  • The largest First Trust Emerging Markets Local Currency Bond ETF buyer in Q4 2018 was Morgan Stanley, an estimated $8.32M added.
  • The largest First Trust Emerging Markets Local Currency Bond ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $5.08M sold.

Based on aggregated 13F filings for Q4 2018.