Milestones Private Investment Advisors’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

Milestones Private Investment Advisors’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	$246K	Buy	8,424 +413	+5%	+$12.2K	0.2%	68
2026 Q1	$230K	Buy	8,011 +1,072	+15%	+$32.2K	0.2%	75
2025 Q4	$207K	Sell	6,939 -937	-12%	-$27.7K	0.14%	116
2025 Q3	$231K	Sell	7,876 -338	-4%	-$9.81K	0.16%	110
2025 Q2	$237K	Buy	+8,214	New	+$228K	0.18%	103

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

Milestones Private Investment Advisors's FEMB Position: Q2 2026 in Review

Milestones Private Investment Advisors increased its First Trust Emerging Markets Local Currency Bond ETF (FEMB) stake by 5.2% in Q2 2026, buying an estimated $12.2K and bringing the position to 8,424 shares worth $246K. The position accounts for 0.2% of the portfolio, ranked #68.

Milestones Private Investment Advisors first reported a position in FEMB in Q2 2025 and has held it in 5 quarters since. 100 funds tracked by Wall St. Rank hold FEMB as of Q2 2026.

Milestones Private Investment Advisors held 8,424 shares of First Trust Emerging Markets Local Currency Bond ETF worth $246K as of Q2 2026.
Milestones Private Investment Advisors bought 413 First Trust Emerging Markets Local Currency Bond ETF shares in Q2 2026, an estimated $12.2K.
First Trust Emerging Markets Local Currency Bond ETF made up 0.2% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #68 holding.
Milestones Private Investment Advisors first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q2 2025 and has held it in 5 quarters since.
100 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.