Rockefeller Capital Management’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

Rockefeller Capital 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	$8.79K	Sell	305 -247	-45%	-$7.41K	﹤0.01%	4050
2025 Q4	$16.5K	Buy	552 +521	+1,681%	+$15.4K	﹤0.01%	3597
2025 Q3	$928	Buy	+31	New	+$900	﹤0.01%	4196
2023 Q1	–	Sell	-44	Closed	-$1K	–	2612
2022 Q4	$1K	Sell	44 -14	-24%	-$355	﹤0.01%	3678
2022 Q3	$1K	Hold	58	–	–	﹤0.01%	3707
2022 Q2	$1K	Buy	58 +14	+32%	+$394	﹤0.01%	3944
2022 Q1	$1K	Hold	44	–	–	﹤0.01%	3726
2021 Q4	$1K	Hold	44	–	–	﹤0.01%	3631
2021 Q3	$1K	Buy	+44	New	+$1.5K	﹤0.01%	3560

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

Rockefeller Capital Management's FEMB Position: Q1 2026 in Review

Rockefeller Capital Management reduced its First Trust Emerging Markets Local Currency Bond ETF (FEMB) stake by 45% in Q1 2026, selling an estimated $7.41K and leaving 305 shares worth $8.79K. The position accounts for ﹤0.01% of the portfolio, ranked #4050.

Rockefeller Capital Management first reported a position in FEMB in Q3 2021 and has held it in 9 quarters since. The position peaked at $16.5K in Q4 2025. 102 funds tracked by Wall St. Rank hold FEMB as of Q1 2026.

Rockefeller Capital Management held 305 shares of First Trust Emerging Markets Local Currency Bond ETF worth $8.79K as of Q1 2026.
Rockefeller Capital Management sold 247 First Trust Emerging Markets Local Currency Bond ETF shares in Q1 2026, an estimated $7.41K.
First Trust Emerging Markets Local Currency Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4050 holding.
Rockefeller Capital Management first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q3 2021 and has held it in 9 quarters since.
Rockefeller Capital Management's First Trust Emerging Markets Local Currency Bond ETF position peaked at $16.5K in Q4 2025.
102 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.