Brady Martz Wealth Solutions’s First Trust Managed Municipal ETF FMB Stock Holding History

Brady Martz Wealth Solutions’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	$5.01M	Sell	97,549 -2,493	-2%	-$127K	0.76%	30
2026 Q1	$5.07M	Sell	100,042 -304	-0.3%	-$15.6K	0.86%	28
2025 Q4	$5.13M	Sell	100,346 -10,648	-10%	-$544K	0.9%	28
2025 Q3	$5.63M	Sell	110,994 -5,271	-5%	-$263K	1.02%	28
2025 Q2	$5.79M	Sell	116,265 -11,965	-9%	-$595K	1.12%	27
2025 Q1	$6.47M	Buy	128,230 +977	+0.8%	+$49.8K	1.46%	17
2024 Q4	$6.44M	Buy	+127,253	New	+$6.54M	1.55%	12

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

Brady Martz Wealth Solutions's FMB Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its First Trust Managed Municipal ETF (FMB) stake by 2.5% in Q2 2026, selling an estimated $127K and leaving 97,549 shares worth $5.01M. The position accounts for 0.76% of the portfolio, ranked #30.

Brady Martz Wealth Solutions first reported a position in FMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.47M in Q1 2025. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Brady Martz Wealth Solutions held 97,549 shares of First Trust Managed Municipal ETF worth $5.01M as of Q2 2026.
Brady Martz Wealth Solutions sold 2,493 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $127K.
First Trust Managed Municipal ETF made up 0.76% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #30 holding.
Brady Martz Wealth Solutions first reported a position in First Trust Managed Municipal ETF in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's First Trust Managed Municipal ETF position peaked at $6.47M in Q1 2025.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.