Perigon Wealth Management’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

Perigon 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 Q1	$287K	Buy	9,989 +932	+10%	+$28K	0.01%	1038
2025 Q4	$270K	Buy	9,057 +1,486	+20%	+$43.9K	﹤0.01%	1065
2025 Q3	$222K	Sell	7,571 -860	-10%	-$25K	﹤0.01%	1102
2025 Q2	$243K	Buy	+8,431	New	+$234K	0.01%	923

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

Perigon Wealth Management's FEMB Position: Q1 2026 in Review

Perigon Wealth Management increased its First Trust Emerging Markets Local Currency Bond ETF (FEMB) stake by 10% in Q1 2026, buying an estimated $28K and bringing the position to 9,989 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #1038.

Perigon Wealth Management first reported a position in FEMB in Q2 2025 and has held it in 4 quarters since. 102 funds tracked by Wall St. Rank hold FEMB as of Q1 2026.

Perigon Wealth Management held 9,989 shares of First Trust Emerging Markets Local Currency Bond ETF worth $287K as of Q1 2026.
Perigon Wealth Management bought 932 First Trust Emerging Markets Local Currency Bond ETF shares in Q1 2026, an estimated $28K.
First Trust Emerging Markets Local Currency Bond ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1038 holding.
Perigon Wealth Management first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q2 2025 and has held it in 4 quarters since.
102 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.