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Balboa Wealth Partners’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

Balboa Wealth Partners’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
Q2 		$324K Buy
11,092
+109
+1% +$3.21K 0.04% 328
2026
Q1 		$316K Buy
10,983
+325
+3% +$9.75K 0.05% 295
2025
Q4 		$318K Buy
+10,658
New +$315K 0.05% 280

Other funds holding FEMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Balboa Wealth Partners's FEMB Position: Q2 2026 in Review

Balboa Wealth Partners increased its First Trust Emerging Markets Local Currency Bond ETF (FEMB) stake by 0.99% in Q2 2026, buying an estimated $3.21K and bringing the position to 11,092 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #328.

Balboa Wealth Partners first reported a position in FEMB in Q4 2025 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold FEMB as of Q2 2026.

  • Balboa Wealth Partners held 11,092 shares of First Trust Emerging Markets Local Currency Bond ETF worth $324K as of Q2 2026.
  • Balboa Wealth Partners bought 109 First Trust Emerging Markets Local Currency Bond ETF shares in Q2 2026, an estimated $3.21K.
  • First Trust Emerging Markets Local Currency Bond ETF made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #328 holding.
  • Balboa Wealth Partners first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.