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 Q2	–	Sell	-229,001	Closed	-$6.58M	–	1219
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 $1.89T 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

Independent Advisor Alliance's FEMB Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Emerging Markets Local Currency Bond ETF (FEMB) in Q2 2026, closing a stake of 229,001 shares — an estimated $6.58M sold.

Independent Advisor Alliance first reported a position in FEMB in Q4 2019 and held it in 3 quarters. The position peaked at $6.58M in Q1 2026. 100 funds tracked by Wall St. Rank hold FEMB as of Q2 2026.

Independent Advisor Alliance reported no remaining First Trust Emerging Markets Local Currency Bond ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 229,001 First Trust Emerging Markets Local Currency Bond ETF shares in Q2 2026, an estimated $6.58M.
Independent Advisor Alliance first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's First Trust Emerging Markets Local Currency Bond ETF position peaked at $6.58M in Q1 2026.
100 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.