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

Endowment 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 Q1	$2.27M	Buy	78,913 +14,007	+22%	+$420K	1%	27
2025 Q4	$1.93M	Buy	+64,906	New	+$1.92M	0.89%	29

Other funds holding FEMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 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

Endowment Wealth Management's FEMB Position: Q1 2026 in Review

Endowment Wealth Management increased its First Trust Emerging Markets Local Currency Bond ETF (FEMB) stake by 22% in Q1 2026, buying an estimated $420K and bringing the position to 78,913 shares worth $2.27M. The position accounts for 1% of the portfolio, ranked #27.

Endowment Wealth Management first reported a position in FEMB in Q4 2025 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold FEMB as of Q1 2026.

Endowment Wealth Management held 78,913 shares of First Trust Emerging Markets Local Currency Bond ETF worth $2.27M as of Q1 2026.
Endowment Wealth Management bought 14,007 First Trust Emerging Markets Local Currency Bond ETF shares in Q1 2026, an estimated $420K.
First Trust Emerging Markets Local Currency Bond ETF made up 1% of Endowment Wealth Management's portfolio in Q1 2026, its #27 holding.
Endowment Wealth Management first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q4 2025 and has held it in 2 quarters since.
102 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.