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First Trust Emerging Markets Local Currency Bond ETF

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: 5059 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$14.2M +$151K +5,310 +1%
Morgan Stanley
2
Morgan Stanley
New York
$13.5M -$6.17M -216,265 -31%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.1M +$1.82M +63,923 +17%
Truist Financial
4
Truist Financial
North Carolina
$11.8M +$1.81M +63,499 +18%
SMF
5
Sterling Manor Financial
New York
$8.41M -$2.53M -88,672 -23%
LPL Financial
6
LPL Financial
California
$8.1M +$2.21M +77,516 +37%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$3.58M +$67K +2,349 +2%
EPAM
8
Euro Pacific Asset Management
Puerto Rico
$3.28M +$185K +6,495 +6%
CIA
9
Concurrent Investment Advisors
Florida
$2.54M +$720K +25,234 +39%
PAG
10
Private Advisory Group
Washington
$2.53M +$2.56M +89,850 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.48M +$136K +4,785 +6%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.38M +$2.41M +84,651 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.35M +$519K +18,192 +28%
BA
14
Bridge Advisory
California
$2.26M +$2.29M +80,397 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.07M +$30.2K +1,060 +1%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$1.92M -$846K -29,661 -30%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.91M -$1.25M -43,709 -39%
HI
18
Harbour Investments
Wisconsin
$1.68M +$21.6K +756 +1%
EE
19
EWG Elevate
California
$1.54M +$89.5K +3,139 +6%
RJA
20
Raymond James & Associates
Florida
$1.51M +$393K +13,776 +35%
Jane Street
21
Jane Street
New York
$1.31M -$5.12M -179,488 -79%
PVI
22
Pine Valley Investments
New Jersey
$1.3M -$38.9K -1,364 -3%
CA
23
Cetera Advisors
Colorado
$1.17M +$1.19M +41,650 New
PAG
24
Private Advisor Group
New Jersey
$1.15M +$1.17M +40,936 New
CAN
25
Cetera Advisor Networks
California
$1.04M +$335K +11,752 +47%

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.