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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
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 $1.66T 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

Balboa Wealth Partners's FEMB Position: Q1 2026 in Review

Balboa Wealth Partners increased its First Trust Emerging Markets Local Currency Bond ETF (FEMB) stake by 3% in Q1 2026, buying an estimated $9.75K and bringing the position to 10,983 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #295.

Balboa Wealth Partners first reported a position in FEMB in Q4 2025 and has held it in 2 quarters since. The position peaked at $318K in Q4 2025. 102 funds tracked by Wall St. Rank hold FEMB as of Q1 2026.

  • Balboa Wealth Partners held 10,983 shares of First Trust Emerging Markets Local Currency Bond ETF worth $316K as of Q1 2026.
  • Balboa Wealth Partners bought 325 First Trust Emerging Markets Local Currency Bond ETF shares in Q1 2026, an estimated $9.75K.
  • First Trust Emerging Markets Local Currency Bond ETF made up 0.05% of Balboa Wealth Partners's portfolio in Q1 2026, its #295 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 2 quarters since.
  • Balboa Wealth Partners's First Trust Emerging Markets Local Currency Bond ETF position peaked at $318K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.