Atlas Private Wealth Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Atlas Private Wealth Advisors’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	$1.61M	Sell	31,365 -2,002	-6%	-$102K	0.35%	48
2026 Q1	$1.69M	Buy	33,367 +4,484	+16%	+$230K	0.4%	43
2025 Q4	$1.48M	Sell	28,883 -596	-2%	-$30.5K	0.35%	46
2025 Q3	$1.49M	Sell	29,479 -36,381	-55%	-$1.82M	0.37%	48
2025 Q2	$3.28M	Sell	65,860 -9,655	-13%	-$480K	0.42%	42
2025 Q1	$3.81M	Sell	75,515 -20,692	-22%	-$1.06M	0.53%	38
2024 Q4	$4.91M	Buy	96,207 +3,363	+4%	+$173K	0.7%	24
2024 Q3	$4.82M	Sell	92,844 -672	-0.7%	-$34.7K	0.7%	23
2024 Q2	$4.77M	Buy	93,516 +44,716	+92%	+$2.28M	0.78%	22
2024 Q1	$2.51M	Sell	48,800 -49,043	-50%	-$2.52M	0.84%	21
2023 Q4	$5.05M	Sell	97,843 -5,104	-5%	-$254K	0.94%	18
2023 Q3	$5.03M	Buy	102,947 +37,070	+56%	+$1.86M	0.95%	19
2023 Q2	$3.34M	Buy	65,877 +34,500	+110%	+$1.75M	0.68%	21
2023 Q1	$1.6M	Buy	31,377 +4,164	+15%	+$212K	0.74%	22
2022 Q4	$1.36M	Sell	27,213 -1,559	-5%	-$77.3K	0.73%	27
2022 Q3	$1.4M	Buy	28,772 +449	+2%	+$22.8K	0.84%	26
2022 Q2	$1.43M	Sell	28,323 -4,235	-13%	-$217K	0.86%	25
2022 Q1	$1.73M	Sell	32,558 -3,886	-11%	-$214K	0.77%	29
2021 Q4	$2.08M	Sell	36,444 -9,993	-22%	-$568K	0.96%	30
2021 Q3	$2.64M	Sell	46,437 -4,456	-9%	-$256K	1.38%	14
2021 Q2	$2.92M	Sell	50,893 -3,786	-7%	-$216K	1.58%	14
2021 Q1	$3.09M	Sell	54,679 -22,918	-30%	-$1.3M	1.72%	13
2020 Q4	$4.4M	Buy	77,597 +2,352	+3%	+$132K	2.95%	8
2020 Q3	$4.18M	Sell	75,245 -1,771	-2%	-$98.8K	3.49%	7
2020 Q2	$4.24M	Buy	+77,016	New	+$4.15M	3.77%	3

Other funds holding FMB

APP

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $237M AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MOTCO San Antonio, Texas $1.17B AUM 23.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FHC

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

Atlas Private Wealth Advisors's FMB Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its First Trust Managed Municipal ETF (FMB) stake by 6% in Q2 2026, selling an estimated $102K and leaving 31,365 shares worth $1.61M. The position accounts for 0.35% of the portfolio, ranked #48.

Atlas Private Wealth Advisors first reported a position in FMB in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.05M in Q4 2023. 141 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Atlas Private Wealth Advisors held 31,365 shares of First Trust Managed Municipal ETF worth $1.61M as of Q2 2026.
Atlas Private Wealth Advisors sold 2,002 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $102K.
First Trust Managed Municipal ETF made up 0.35% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Atlas Private Wealth Advisors first reported a position in First Trust Managed Municipal ETF in Q2 2020 and has held it in 25 quarters since.
Atlas Private Wealth Advisors's First Trust Managed Municipal ETF position peaked at $5.05M in Q4 2023.
141 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.