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Marshall Financial Group (Maryland)’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

Marshall Financial Group (Maryland)’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 		$11.1M Buy
378,657
+66,472
+21% +$1.96M 1.61% 16
2026
Q1 		$8.97M Buy
+312,185
New +$9.37M 1.44% 16

Other funds holding FEMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
First Trust Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Marshall Financial Group (Maryland)'s FEMB Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its First Trust Emerging Markets Local Currency Bond ETF (FEMB) stake by 21% in Q2 2026, buying an estimated $1.96M and bringing the position to 378,657 shares worth $11.1M. The position accounts for 1.61% of the portfolio, ranked #16.

Marshall Financial Group (Maryland) first reported a position in FEMB in Q1 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold FEMB as of Q2 2026.

  • Marshall Financial Group (Maryland) held 378,657 shares of First Trust Emerging Markets Local Currency Bond ETF worth $11.1M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 66,472 First Trust Emerging Markets Local Currency Bond ETF shares in Q2 2026, an estimated $1.96M.
  • First Trust Emerging Markets Local Currency Bond ETF made up 1.61% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #16 holding.
  • Marshall Financial Group (Maryland) first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.