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 Q2	$2.37M	Buy	81,169 +2,256	+3%	+$66.4K	0.92%	28
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 $1.89T AUM 35.08% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Endowment Wealth Management increased its First Trust Emerging Markets Local Currency Bond ETF (FEMB) stake by 2.9% in Q2 2026, buying an estimated $66.4K and bringing the position to 81,169 shares worth $2.37M. The position accounts for 0.92% of the portfolio, ranked #28.

Endowment Wealth Management 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.

Endowment Wealth Management held 81,169 shares of First Trust Emerging Markets Local Currency Bond ETF worth $2.37M as of Q2 2026.
Endowment Wealth Management bought 2,256 First Trust Emerging Markets Local Currency Bond ETF shares in Q2 2026, an estimated $66.4K.
First Trust Emerging Markets Local Currency Bond ETF made up 0.92% of Endowment Wealth Management's portfolio in Q2 2026, its #28 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 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 Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.