Cadia Private Client’s First Trust Managed Municipal ETF FMB Stock Holding History

Cadia Private Client’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	$680K	Buy	13,241 +5,200	+65%	+$266K	0.49%	39
2026 Q1	$407K	Buy	8,041 +32	+0.4%	+$1.65K	0.33%	42
2025 Q4	$410K	Buy	+8,009	New	+$409K	0.33%	42

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

Cadia Private Client's FMB Position: Q2 2026 in Review

Cadia Private Client increased its First Trust Managed Municipal ETF (FMB) stake by 65% in Q2 2026, buying an estimated $266K and bringing the position to 13,241 shares worth $680K. The position accounts for 0.49% of the portfolio, ranked #39.

Cadia Private Client first reported a position in FMB in Q4 2025 and has held it in 3 quarters since. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Cadia Private Client held 13,241 shares of First Trust Managed Municipal ETF worth $680K as of Q2 2026.
Cadia Private Client bought 5,200 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $266K.
First Trust Managed Municipal ETF made up 0.49% of Cadia Private Client's portfolio in Q2 2026, its #39 holding.
Cadia Private Client first reported a position in First Trust Managed Municipal ETF in Q4 2025 and has held it in 3 quarters since.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Cadia Private Client's 13F filing for Q2 2026, filed 11 Aug 2026.