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 Q2	$274K	Sell	9,388 -601	-6%	-$17.7K	﹤0.01%	1176
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 $1.89T 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

Perigon Wealth Management's FEMB Position: Q2 2026 in Review

Perigon Wealth Management reduced its First Trust Emerging Markets Local Currency Bond ETF (FEMB) stake by 6% in Q2 2026, selling an estimated $17.7K and leaving 9,388 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Perigon Wealth Management first reported a position in FEMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $287K in Q1 2026. 100 funds tracked by Wall St. Rank hold FEMB as of Q2 2026.

Perigon Wealth Management held 9,388 shares of First Trust Emerging Markets Local Currency Bond ETF worth $274K as of Q2 2026.
Perigon Wealth Management sold 601 First Trust Emerging Markets Local Currency Bond ETF shares in Q2 2026, an estimated $17.7K.
First Trust Emerging Markets Local Currency Bond ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1176 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 5 quarters since.
Perigon Wealth Management's First Trust Emerging Markets Local Currency Bond ETF position peaked at $287K 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 Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.