Arax Advisory Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

Arax Advisory Partners’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	$5.71M	Buy	111,229 +37,137	+50%	+$1.9M	0.04%	447
2026 Q1	$3.75M	Buy	74,092 +7,709	+12%	+$396K	0.11%	168
2025 Q4	$3.39M	Buy	+66,383	New	+$3.39M	0.1%	167
2025 Q3	–	Sell	-47,335	Closed	-$2.36M	–	3840
2025 Q2	$2.36M	Buy	47,335 +19,364	+69%	+$963K	0.11%	138
2025 Q1	$1.41M	Buy	27,971 +2,358	+9%	+$120K	0.09%	141
2024 Q4	$1.31M	Buy	25,613 +21,212	+482%	+$1.09M	0.08%	141
2024 Q3	$229K	Buy	4,401 +200	+5%	+$10.3K	0.02%	324
2024 Q2	$214K	Hold	4,201	–	–	0.02%	315
2024 Q1	$216K	Hold	4,201	–	–	0.02%	285
2023 Q4	$217K	Hold	4,201	–	–	0.02%	279
2023 Q3	$205K	Sell	4,201 -1,000	-19%	-$50.2K	0.03%	255
2023 Q2	$264K	Hold	5,201	–	–	0.03%	201
2023 Q1	$265K	Hold	5,201	–	–	0.04%	200
2022 Q4	$261K	Buy	5,201 +205	+4%	+$10.2K	0.04%	195
2022 Q3	$243K	Hold	4,996	–	–	0.04%	182
2022 Q2	$253K	Buy	4,996 +970	+24%	+$49.7K	0.04%	186
2022 Q1	$214K	Buy	4,026 +3,493	+655%	+$192K	0.03%	234
2021 Q4	$30K	Hold	533	–	–	﹤0.01%	528
2021 Q3	$30K	Hold	533	–	–	﹤0.01%	516
2021 Q2	$31K	Buy	+533	New	+$30.4K	﹤0.01%	531
2020 Q4	$30K	Hold	533	–	–	﹤0.01%	459
2020 Q3	$30K	Hold	533	–	–	0.01%	437
2020 Q2	$29K	Hold	533	–	–	0.01%	432
2020 Q1	$29K	Buy	533 +1	+0.2%	+$56	0.01%	414
2019 Q4	$30K	Buy	532 +2	+0.4%	+$111	0.01%	383
2019 Q3	$29K	Buy	530 +2	+0.4%	+$111	0.01%	385
2019 Q2	$29K	Buy	+528	New	+$28.7K	0.01%	384
2018 Q4	$27K	Buy	522 +137	+36%	+$7.13K	0.01%	340
2018 Q3	$20K	Buy	+385	New	+$20.3K	0.01%	404

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

Arax Advisory Partners's FMB Position: Q2 2026 in Review

Arax Advisory Partners increased its First Trust Managed Municipal ETF (FMB) stake by 50% in Q2 2026, buying an estimated $1.9M and bringing the position to 111,229 shares worth $5.71M. The position accounts for 0.04% of the portfolio, ranked #447.

Arax Advisory Partners first reported a position in FMB in Q3 2018 and has held it in 29 quarters since. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Arax Advisory Partners held 111,229 shares of First Trust Managed Municipal ETF worth $5.71M as of Q2 2026.
Arax Advisory Partners bought 37,137 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $1.9M.
First Trust Managed Municipal ETF made up 0.04% of Arax Advisory Partners's portfolio in Q2 2026, its #447 holding.
Arax Advisory Partners first reported a position in First Trust Managed Municipal ETF in Q3 2018 and has held it in 29 quarters since.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.