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First Trust Emerging Markets Local Currency Bond ETF

45 hedge funds and large institutions have $80.7M invested in First Trust Emerging Markets Local Currency Bond ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.48% more ownership

Funds ownership: 55.34%59.82% (+4.5%)

2% more capital invested

Capital invested by funds: $79M → $80.7M (+$1.65M)

0% more funds holding

Funds holding: 4545 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

Holders
45
Holders Change
Holders Change %
0%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
16
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.97M +$282K +10,062 +3%
Wells Fargo
2
Wells Fargo
California
$9.28M -$999K -35,660 -10%
SMF
3
Sterling Manor Financial
New York
$8.18M +$1.66M +59,225 +26%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.08M -$309K -11,029 -5%
Truist Financial
5
Truist Financial
North Carolina
$5.89M -$180K -6,413 -3%
LPL Financial
6
LPL Financial
California
$4.95M +$300K +10,725 +7%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$4.4M -$807K -28,816 -16%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$3.65M -$59.1K -2,109 -2%
EPAM
9
Euro Pacific Asset Management
Puerto Rico
$3.1M +$1.15M +40,870 +62%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.73M +$2.67M +95,317 New
Jane Street
11
Jane Street
New York
$2.63M -$4.89M -174,651 -66%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.39M +$230K +8,219 +11%
PAG
13
Private Advisor Group
New Jersey
$2.18M -$4.65K -166 -0.2%
WCFA
14
Walkner Condon Financial Advisors
Wisconsin
$1.9M +$221K +7,887 +14%
HI
15
Harbour Investments
Wisconsin
$1.75M +$150K +5,364 +10%
PVI
16
Pine Valley Investments
New Jersey
$1.46M -$39.1K -1,397 -3%
EE
17
EWG Elevate
California
$1.33M +$103K +3,663 +9%
CCA
18
Cottonwood Capital Advisors
Utah
$1.23M +$29.2K +1,041 +2%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.04M +$80.1K +2,860 +9%
ACM
20
AlphaStar Capital Management
North Carolina
$925K +$904K +32,255 New
CAN
21
Cetera Advisor Networks
California
$622K -$504 -18 -0.1%
CWA
22
Clarus Wealth Advisors
Arizona
$609K -$18.5K -660 -3%
DADC
23
D.A. Davidson & Co
Montana
$511K +$117K +4,190 +31%
WWMSC
24
Wagner Wealth Management (South Carolina)
South Carolina
$435K -$7.09K -253 -2%
ASN
25
Advisory Services Network
Georgia
$424K

FEMB Hedge Fund Activity: Q2 2023 in Review

45 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Local Currency Bond ETF (FEMB) for Q2 2023, worth a combined $80.7M — up 2.1% from $79M a quarter earlier.

Fund positioning in FEMB was balanced in Q2 2023: 5 funds opened new positions, 5 closed out, 16 added to existing stakes and 19 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $2.67M. The largest seller was Jane Street, cutting an estimated $4.89M.

  • 45 institutional investors held First Trust Emerging Markets Local Currency Bond ETF (FEMB) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $80.7M of First Trust Emerging Markets Local Currency Bond ETF stock for Q2 2023, up 2.1% quarter-over-quarter.
  • 5 funds opened new First Trust Emerging Markets Local Currency Bond ETF positions in Q2 2023 and 5 closed out, a net change of 0 holders.
  • The largest First Trust Emerging Markets Local Currency Bond ETF buyer in Q2 2023 was Cambridge Investment Research Advisors, an estimated $2.67M added.
  • The largest First Trust Emerging Markets Local Currency Bond ETF seller in Q2 2023 was Jane Street, an estimated $4.89M sold.

Based on aggregated 13F filings for Q2 2023.