Independent Advisor Alliance’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

Independent Advisor Alliance’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	$6.58M	Buy	+229,001	New	+$6.87M	0.07%	253
2025 Q1	–	Sell	-140,445	Closed	-$3.65M	–	964
2024 Q4	$3.65M	Buy	+140,445	New	+$3.83M	0.05%	346
2020 Q1	–	Sell	-27,547	Closed	-$1.08M	–	534
2019 Q4	$1.08M	Buy	+27,547	New	+$1.06M	0.05%	346

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

Independent Advisor Alliance's FEMB Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in First Trust Emerging Markets Local Currency Bond ETF (FEMB) in Q1 2026: 229,001 shares worth $6.58M. The stake represents 0.07% of the portfolio and ranks #253 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in FEMB as recently as Q4 2024.

Independent Advisor Alliance first reported a position in FEMB in Q4 2019 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold FEMB as of Q1 2026.

Independent Advisor Alliance held 229,001 shares of First Trust Emerging Markets Local Currency Bond ETF worth $6.58M as of Q1 2026.
First Trust Emerging Markets Local Currency Bond ETF was a new Independent Advisor Alliance position in Q1 2026.
First Trust Emerging Markets Local Currency Bond ETF made up 0.07% of Independent Advisor Alliance's portfolio in Q1 2026, its #253 holding.
Independent Advisor Alliance first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q4 2019 and has held it in 3 quarters since.
102 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.