AG
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AmeriFlex Group’s First Trust Managed Municipal ETF FMB Stock Holding History

AmeriFlex 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 		$20.2K Hold
393
– – 0.01% 700
2026
Q1 		$19.9K Hold
393
– – 0.01% 611
2025
Q4 		$20.1K Sell
393
-393
-50% -$20.1K 0.01% 593
2025
Q3 		$39.9K Buy
+786
New +$39.3K 0.01% 496

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AmeriFlex Group's FMB Position: Q2 2026 in Review

AmeriFlex Group held its First Trust Managed Municipal ETF (FMB) position steady in Q2 2026 at 393 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #700.

AmeriFlex Group first reported a position in FMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $39.9K in Q3 2025. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • AmeriFlex Group held 393 shares of First Trust Managed Municipal ETF worth $20.2K as of Q2 2026.
  • AmeriFlex Group left its First Trust Managed Municipal ETF share count unchanged in Q2 2026.
  • First Trust Managed Municipal ETF made up 0.01% of AmeriFlex Group's portfolio in Q2 2026, its #700 holding.
  • AmeriFlex Group first reported a position in First Trust Managed Municipal ETF in Q3 2025 and has held it in 4 quarters since.
  • AmeriFlex Group's First Trust Managed Municipal ETF position peaked at $39.9K in Q3 2025.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.