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BAM Wealth Management’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

BAM Wealth Management’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 		$472K Buy
16,169
+4,799
+42% +$141K 0.3% 87
2026
Q1 		$327K Buy
11,370
+4,137
+57% +$124K 0.24% 92
2025
Q4 		$216K Buy
+7,233
New +$213K 0.16% 143

Other funds holding FEMB

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 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
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $259M AUM 15.06% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

BAM Wealth Management's FEMB Position: Q2 2026 in Review

BAM Wealth Management increased its First Trust Emerging Markets Local Currency Bond ETF (FEMB) stake by 42% in Q2 2026, buying an estimated $141K and bringing the position to 16,169 shares worth $472K. The position accounts for 0.3% of the portfolio, ranked #87.

BAM Wealth Management first reported a position in FEMB in Q4 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold FEMB as of Q2 2026.

  • BAM Wealth Management held 16,169 shares of First Trust Emerging Markets Local Currency Bond ETF worth $472K as of Q2 2026.
  • BAM Wealth Management bought 4,799 First Trust Emerging Markets Local Currency Bond ETF shares in Q2 2026, an estimated $141K.
  • First Trust Emerging Markets Local Currency Bond ETF made up 0.3% of BAM Wealth Management's portfolio in Q2 2026, its #87 holding.
  • BAM Wealth Management first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.