We are live on ! Find out more
FEMB icon

First Trust Emerging Markets Local Currency Bond ETF

48 hedge funds and large institutions have $84.1M invested in First Trust Emerging Markets Local Currency Bond ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

7% more funds holding

Funds holding: 4548 (+3)

2.99% more ownership

Funds ownership: 59.82%62.81% (+3%)

4% more capital invested

Capital invested by funds: $80.7M → $84.1M (+$3.49M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
18
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$12.6M +$4.08M +144,016 +45%
SMF
2
Sterling Manor Financial
New York
$10.6M +$3.02M +106,472 +37%
Morgan Stanley
3
Morgan Stanley
New York
$7.36M -$2.14M -75,487 -22%
Truist Financial
4
Truist Financial
North Carolina
$6.96M +$1.47M +51,953 +25%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.88M +$1.2M +42,261 +20%
Jane Street
6
Jane Street
New York
$3.72M +$1.3M +45,978 +50%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$3.52M -$661K -23,306 -15%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$3.42M -$16.1K -567 -0.4%
EPAM
9
Euro Pacific Asset Management
Puerto Rico
$3.12M +$189K +6,679 +6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.09M +$877K +30,921 +37%
LPL Financial
11
LPL Financial
California
$2.63M -$2.14M -75,340 -44%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.55M -$25.1K -884 -0.9%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.85M +$1.62M +57,217 +504%
WCFA
14
Walkner Condon Financial Advisors
Wisconsin
$1.81M +$17.7K +624 +0.9%
HI
15
Harbour Investments
Wisconsin
$1.68M +$35.7K +1,259 +2%
OMC
16
Old Mission Capital
Illinois
$1.41M +$1.47M +51,984 New
PVI
17
Pine Valley Investments
New Jersey
$1.33M -$43.3K -1,526 -3%
EE
18
EWG Elevate
California
$1.3M +$47.5K +1,674 +4%
RJA
19
Raymond James & Associates
Florida
$1.11M +$838K +29,566 +256%
CCA
20
Cottonwood Capital Advisors
Utah
$1.05M -$115K -4,049 -9%
Osaic Holdings
21
Osaic Holdings
Arizona
$845K -$145K -5,103 -14%
CAN
22
Cetera Advisor Networks
California
$655K +$71.4K +2,520 +12%
MOS
23
MGO One Seven
Ohio
$545K +$572K +20,161 New
DADC
24
D.A. Davidson & Co
Montana
$494K +$13.3K +470 +3%
WWMSC
25
Wagner Wealth Management (South Carolina)
South Carolina
$400K -$10.6K -373 -2%

FEMB Hedge Fund Activity: Q3 2023 in Review

48 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Emerging Markets Local Currency Bond ETF (FEMB) for Q3 2023, worth a combined $84.1M — up 4.3% from $80.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FEMB positions and 5 closed out — a net gain of 4 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.08M. The largest seller was Private Advisor Group, exiting entirely with an estimated $2.18M sold.

  • 48 institutional investors held First Trust Emerging Markets Local Currency Bond ETF (FEMB) as of Q3 2023, up from 45 in Q2 2023.
  • Funds reported $84.1M of First Trust Emerging Markets Local Currency Bond ETF stock for Q3 2023, up 4.3% quarter-over-quarter.
  • 9 funds opened new First Trust Emerging Markets Local Currency Bond ETF positions in Q3 2023 and 5 closed out, a net change of +4 holders.
  • The largest First Trust Emerging Markets Local Currency Bond ETF buyer in Q3 2023 was Wells Fargo, an estimated $4.08M added.
  • The largest First Trust Emerging Markets Local Currency Bond ETF seller in Q3 2023 was Private Advisor Group, an estimated $2.18M sold.

Based on aggregated 13F filings for Q3 2023.