Advisornet Financial’s First Trust Managed Municipal ETF FMB Stock Holding History

Advisornet Financial’s Portfolio FMB Stock Details FMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$31.3K	Buy	+609	New	+$31.1K	﹤0.01%	1256
2024 Q1	–	Sell	-1,450	Closed	-$74.9K	–	2207
2023 Q4	$74.9K	Buy	1,450 +307	+27%	+$15.3K	0.01%	710
2023 Q3	$55.9K	Buy	1,143 +8	+0.7%	+$402	0.01%	758
2023 Q2	$57.5K	Buy	1,135 +421	+59%	+$21.4K	﹤0.01%	775
2023 Q1	$36.4K	Hold	714	–	–	﹤0.01%	883
2022 Q4	$35.8K	Buy	714 +564	+376%	+$28K	﹤0.01%	884
2022 Q3	$7K	Hold	150	–	–	﹤0.01%	1424
2022 Q2	$8K	Sell	150 -768	-84%	-$39.4K	﹤0.01%	1398
2022 Q1	$49K	Buy	918 +150	+20%	+$8.26K	﹤0.01%	976
2021 Q4	$44K	Hold	768	–	–	﹤0.01%	1056
2021 Q3	$44K	Hold	768	–	–	﹤0.01%	1041
2021 Q2	$44K	Buy	+768	New	+$43.8K	﹤0.01%	1027

Other funds holding FMB

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Advisornet Financial's FMB Position: Q2 2026 in Review

Advisornet Financial opened a new position in First Trust Managed Municipal ETF (FMB) in Q2 2026: 609 shares worth $31.3K. The stake represents ﹤0.01% of the portfolio and ranks #1256 among its holdings. This is a return to the name: Advisornet Financial previously reported a position in FMB as recently as Q4 2023.

Advisornet Financial first reported a position in FMB in Q2 2021 and has held it in 12 quarters since. The position peaked at $74.9K in Q4 2023. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Advisornet Financial held 609 shares of First Trust Managed Municipal ETF worth $31.3K as of Q2 2026.
First Trust Managed Municipal ETF was a new Advisornet Financial position in Q2 2026.
First Trust Managed Municipal ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1256 holding.
Advisornet Financial first reported a position in First Trust Managed Municipal ETF in Q2 2021 and has held it in 12 quarters since.
Advisornet Financial's First Trust Managed Municipal ETF position peaked at $74.9K in Q4 2023.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.