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First Trust Emerging Markets Local Currency Bond ETF

65 hedge funds and large institutions have $161M invested in First Trust Emerging Markets Local Currency Bond ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

8% more funds holding

Funds holding: 6065 (+5)

4% more capital invested

Capital invested by funds: $154M → $161M (+$6.58M)

1.33% less ownership

Funds ownership: 56.77%55.45% (-1.3%)

Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
24
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$35.1M +$137K +3,897 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$27.5M +$2.78M +78,791 +11%
First Trust Advisors
3
First Trust Advisors
Illinois
$15.8M +$404K +11,457 +3%
1IA
4
1834 Investment Advisors
Wisconsin
$8.53M +$586K +16,603 +7%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$8.5M +$541K +15,336 +7%
KCM
6
Karp Capital Management
California
$7.18M +$619K +17,552 +9%
BCI
7
Brinker Capital Investments
Pennsylvania
$6.65M
SMF
8
Sterling Manor Financial
New York
$6.54M +$6.62M +187,743 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.93M -$1.28M -36,190 -20%
LPL Financial
10
LPL Financial
California
$4.88M -$644K -18,254 -12%
Truist Financial
11
Truist Financial
North Carolina
$3.54M -$1.77M -50,279 -33%
Citadel Advisors
12
Citadel Advisors
Florida
$2.91M +$2.93M +82,931 New
Stifel Financial
13
Stifel Financial
Missouri
$2.64M +$106K +3,004 +4%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$2.43M +$503K +14,259 +26%
EWM
15
Echo Wealth Management
Minnesota
$1.99M +$68.9K +1,954 +4%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.98M -$1.98M -56,172 -50%
HAS
17
HBW Advisory Services
California
$1.93M +$196K +5,571 +11%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.41M -$193K -5,485 -12%
RJA
19
Raymond James & Associates
Florida
$1.39M -$635K -18,015 -31%
BCM
20
Brookstone Capital Management
Illinois
$1.3M +$502K +14,222 +60%
WCFA
21
Walkner Condon Financial Advisors
Wisconsin
$1.15M +$228K +6,475 +24%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.04M -$506K -14,357 -32%
SWP
23
Stratos Wealth Partners
Ohio
$1.03M -$61.7K -1,748 -6%
LI
24
LVZ Inc
Michigan
$1.01M -$210K -5,968 -17%
GWM
25
Geneos Wealth Management
Colorado
$785K +$795K +22,537 New

FEMB Hedge Fund Activity: Q2 2021 in Review

65 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Local Currency Bond ETF (FEMB) for Q2 2021, worth a combined $161M — up 4.3% from $154M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FEMB positions and 8 closed out — a net gain of 5 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was Sterling Manor Financial, opening a new position worth an estimated $6.62M. The largest seller was Flow Traders U.S., cutting an estimated $4.33M.

  • 65 institutional investors held First Trust Emerging Markets Local Currency Bond ETF (FEMB) as of Q2 2021, up from 60 in Q1 2021.
  • Funds reported $161M of First Trust Emerging Markets Local Currency Bond ETF stock for Q2 2021, up 4.3% quarter-over-quarter.
  • 13 funds opened new First Trust Emerging Markets Local Currency Bond ETF positions in Q2 2021 and 8 closed out, a net change of +5 holders.
  • The largest First Trust Emerging Markets Local Currency Bond ETF buyer in Q2 2021 was Sterling Manor Financial, an estimated $6.62M added.
  • The largest First Trust Emerging Markets Local Currency Bond ETF seller in Q2 2021 was Flow Traders U.S., an estimated $4.33M sold.

Based on aggregated 13F filings for Q2 2021.