Belpointe Asset Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Belpointe Asset Management’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	$446K	Hold	8,677	–	–	0.01%	756
2026 Q1	$440K	Sell	8,677 -320	-4%	-$16.4K	0.02%	733
2025 Q4	$460K	Buy	8,997 +491	+6%	+$25.1K	0.02%	680
2025 Q3	$431K	Sell	8,506 -14,165	-62%	-$708K	0.02%	666
2025 Q2	$1.13M	Sell	22,671 -1,280	-5%	-$63.7K	0.05%	326
2025 Q1	$1.21M	Sell	23,951 -9,000	-27%	-$459K	0.06%	291
2024 Q4	$1.7M	Hold	32,951	–	–	0.1%	197
2024 Q3	$1.71M	Buy	32,951 +19,115	+138%	+$987K	0.1%	193
2024 Q2	$706K	Buy	13,836 +3,037	+28%	+$155K	0.05%	365
2024 Q1	$555K	Buy	10,799 +3,260	+43%	+$168K	0.04%	416
2023 Q4	$389K	Buy	+7,539	New	+$375K	0.03%	440
2023 Q2	–	Sell	-7,622	Closed	-$388K	–	1537
2023 Q1	$388K	Hold	7,622	–	–	0.02%	649
2022 Q4	$382K	Buy	7,622 +987	+15%	+$48.9K	0.02%	648
2022 Q3	$323K	Buy	+6,635	New	+$337K	0.02%	660

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

Belpointe Asset Management's FMB Position: Q2 2026 in Review

Belpointe Asset Management held its First Trust Managed Municipal ETF (FMB) position steady in Q2 2026 at 8,677 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #756.

Belpointe Asset Management first reported a position in FMB in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.71M in Q3 2024. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Belpointe Asset Management held 8,677 shares of First Trust Managed Municipal ETF worth $446K as of Q2 2026.
Belpointe Asset Management left its First Trust Managed Municipal ETF share count unchanged in Q2 2026.
First Trust Managed Municipal ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #756 holding.
Belpointe Asset Management first reported a position in First Trust Managed Municipal ETF in Q3 2022 and has held it in 14 quarters since.
Belpointe Asset Management's First Trust Managed Municipal ETF position peaked at $1.71M in Q3 2024.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.