Advisory Resource Group’s First Trust Managed Municipal ETF FMB Stock Holding History

Advisory Resource Group’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	$432K	Buy	8,411 +104	+1%	+$5.32K	0.07%	143
2026 Q1	$421K	Buy	8,307 +76	+0.9%	+$3.91K	0.07%	134
2025 Q4	$421K	Sell	8,231 -1,218	-13%	-$62.3K	0.07%	133
2025 Q3	$479K	Sell	9,449 -404	-4%	-$20.2K	0.09%	132
2025 Q2	$491K	Buy	9,853 +177	+2%	+$8.8K	0.09%	130
2025 Q1	$488K	Buy	9,676 +1,528	+19%	+$77.9K	0.1%	130
2024 Q4	$416K	Buy	8,148 +22	+0.3%	+$1.13K	0.09%	126
2024 Q3	$422K	Sell	8,126 -791	-9%	-$40.8K	0.09%	126
2024 Q2	$455K	Sell	8,917 -20	-0.2%	-$1.02K	0.1%	120
2024 Q1	$459K	Sell	8,937 -350	-4%	-$18K	0.11%	121
2023 Q4	$480K	Buy	9,287 +2,951	+47%	+$147K	0.12%	116
2023 Q3	$310K	Sell	6,336 -36,198	-85%	-$1.82M	0.08%	126
2023 Q2	$2.16M	Sell	42,534 -1,425	-3%	-$72.3K	0.59%	42
2023 Q1	$2.24M	Sell	43,959 -3,151	-7%	-$160K	0.63%	42
2022 Q4	$2.36M	Sell	47,110 -203	-0.4%	-$10.1K	0.7%	38
2022 Q3	$2.31M	Sell	47,313 -813	-2%	-$41.3K	0.76%	31
2022 Q2	$2.44M	Buy	48,126 +39,326	+447%	+$2.02M	0.8%	29
2022 Q1	$467K	Sell	8,800 -125	-1%	-$6.88K	0.15%	74
2021 Q4	$494K	Sell	8,925 -84	-0.9%	-$4.77K	0.16%	75
2021 Q3	$512K	Sell	9,009 -276	-3%	-$15.8K	0.19%	76
2021 Q2	$532K	Sell	9,285 -2,080	-18%	-$119K	0.21%	69
2021 Q1	$641K	Sell	11,365 -1,415	-11%	-$80.2K	0.3%	50
2020 Q4	$725K	Sell	12,780 -63	-0.5%	-$3.53K	0.36%	50
2020 Q3	$714K	Buy	12,843 +322	+3%	+$18K	0.42%	50
2020 Q2	$689K	Buy	12,521 +7,822	+166%	+$421K	0.42%	42
2020 Q1	$254K	Hold	4,699	–	–	0.19%	65
2019 Q4	$261K	Hold	4,699	–	–	0.15%	63
2019 Q3	$261K	Buy	+4,699	New	+$261K	0.14%	63

Other funds holding FMB

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Advisory Resource Group's FMB Position: Q2 2026 in Review

Advisory Resource Group increased its First Trust Managed Municipal ETF (FMB) stake by 1.3% in Q2 2026, buying an estimated $5.32K and bringing the position to 8,411 shares worth $432K. The position accounts for 0.07% of the portfolio, ranked #143.

Advisory Resource Group first reported a position in FMB in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.44M in Q2 2022. 37 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Advisory Resource Group held 8,411 shares of First Trust Managed Municipal ETF worth $432K as of Q2 2026.
Advisory Resource Group bought 104 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $5.32K.
First Trust Managed Municipal ETF made up 0.07% of Advisory Resource Group's portfolio in Q2 2026, its #143 holding.
Advisory Resource Group first reported a position in First Trust Managed Municipal ETF in Q3 2019 and has held it in 28 quarters since.
Advisory Resource Group's First Trust Managed Municipal ETF position peaked at $2.44M in Q2 2022.
37 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.