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AllGen Financial Advisors’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

AllGen Financial Advisors’s Portfolio FEMB Stock Details FEMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.2M Buy
+111,218
New +$3.34M 0.76% 19

Other funds holding FEMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return

AllGen Financial Advisors's FEMB Position: Q1 2026 in Review

AllGen Financial Advisors opened a new position in First Trust Emerging Markets Local Currency Bond ETF (FEMB) in Q1 2026: 111,218 shares worth $3.2M. The stake represents 0.76% of the portfolio and ranks #19 among its holdings.

102 funds tracked by Wall St. Rank hold FEMB as of Q1 2026.

  • AllGen Financial Advisors held 111,218 shares of First Trust Emerging Markets Local Currency Bond ETF worth $3.2M as of Q1 2026.
  • First Trust Emerging Markets Local Currency Bond ETF was a new AllGen Financial Advisors position in Q1 2026.
  • First Trust Emerging Markets Local Currency Bond ETF made up 0.76% of AllGen Financial Advisors's portfolio in Q1 2026, its #19 holding.
  • 102 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q1 2026.

Based on AllGen Financial Advisors's 13F filing for Q1 2026, filed 16 Jul 2026.