Walkner Condon Financial Advisors’s First Trust Emerging Markets Local Currency Bond ETF FEMB Stock Holding History

Walkner Condon Financial 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	$1.77M	Buy	60,441 +12,988	+27%	+$382K	0.2%	89
2026 Q1	$1.36M	Buy	47,453 +1,266	+3%	+$38K	0.18%	98
2025 Q4	$1.38M	Buy	46,187 +1,439	+3%	+$42.5K	0.19%	95
2025 Q3	$1.31M	Buy	44,748 +1,309	+3%	+$38K	0.21%	93
2025 Q2	$1.25M	Buy	43,439 +3,762	+9%	+$104K	0.23%	85
2025 Q1	$1.07M	Buy	39,677 +901	+2%	+$24.1K	0.22%	93
2024 Q4	$1.01M	Sell	38,776 -2,679	-6%	-$73K	0.2%	97
2024 Q3	$1.2M	Buy	41,455 +2,446	+6%	+$68.7K	0.25%	86
2024 Q2	$1.06M	Buy	39,009 +3,764	+11%	+$104K	0.23%	93
2024 Q1	$993K	Sell	35,245 -4,175	-11%	-$119K	0.21%	96
2023 Q4	$1.14M	Sell	39,420 -27,432	-41%	-$762K	0.26%	89
2023 Q3	$1.81M	Buy	66,852 +624	+0.9%	+$17.7K	0.48%	56
2023 Q2	$1.9M	Buy	66,228 +7,887	+14%	+$221K	0.5%	49
2023 Q1	$1.62M	Sell	58,341 -743	-1%	-$20.1K	0.45%	53
2022 Q4	$1.55M	Buy	59,084 +3,078	+5%	+$77.9K	0.46%	52
2022 Q3	$1.37M	Buy	56,006 +1,502	+3%	+$39K	0.44%	52
2022 Q2	$1.46M	Buy	54,504 +8,414	+18%	+$237K	0.46%	53
2022 Q1	$1.39M	Buy	46,090 +37,613	+444%	+$1.16M	0.4%	59
2021 Q4	$264K	Sell	8,477 -26,892	-76%	-$854K	0.17%	106
2021 Q3	$1.14M	Buy	35,369 +1,739	+5%	+$59.1K	0.56%	40
2021 Q2	$1.15M	Buy	33,630 +6,475	+24%	+$228K	0.42%	55
2021 Q1	$934K	Buy	27,155 +489	+2%	+$17.9K	0.36%	64
2020 Q4	$1.01M	Buy	26,666 +2,960	+12%	+$107K	0.44%	48
2020 Q3	$811K	Buy	23,706 +383	+2%	+$13.5K	0.43%	51
2020 Q2	$806K	Buy	23,323 +1,168	+5%	+$39.3K	0.71%	23
2020 Q1	$701K	Buy	22,155 +2,457	+12%	+$90.3K	0.75%	23
2019 Q4	$770K	Buy	+19,698	New	+$756K	0.74%	27

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

Walkner Condon Financial Advisors's FEMB Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its First Trust Emerging Markets Local Currency Bond ETF (FEMB) stake by 27% in Q2 2026, buying an estimated $382K and bringing the position to 60,441 shares worth $1.77M. The position accounts for 0.2% of the portfolio, ranked #89.

Walkner Condon Financial Advisors first reported a position in FEMB in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.9M in Q2 2023. 100 funds tracked by Wall St. Rank hold FEMB as of Q2 2026.

Walkner Condon Financial Advisors held 60,441 shares of First Trust Emerging Markets Local Currency Bond ETF worth $1.77M as of Q2 2026.
Walkner Condon Financial Advisors bought 12,988 First Trust Emerging Markets Local Currency Bond ETF shares in Q2 2026, an estimated $382K.
First Trust Emerging Markets Local Currency Bond ETF made up 0.2% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #89 holding.
Walkner Condon Financial Advisors first reported a position in First Trust Emerging Markets Local Currency Bond ETF in Q4 2019 and has held it in 27 quarters since.
Walkner Condon Financial Advisors's First Trust Emerging Markets Local Currency Bond ETF position peaked at $1.9M in Q2 2023.
100 funds tracked by Wall St. Rank held First Trust Emerging Markets Local Currency Bond ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.