Cambridge Investment Research Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Cambridge Investment Research 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	$17M	Buy	331,431 +30,959	+10%	+$1.58M	0.04%	467
2026 Q1	$15.2M	Buy	300,472 +72,732	+32%	+$3.74M	0.04%	458
2025 Q4	$11.6M	Buy	227,740 +15,935	+8%	+$815K	0.03%	526
2025 Q3	$10.7M	Buy	211,805 +11,514	+6%	+$575K	0.03%	537
2025 Q2	$9.98M	Sell	200,291 -122,441	-38%	-$6.09M	0.03%	537
2025 Q1	$16.3M	Buy	322,732 +21,889	+7%	+$1.12M	0.05%	347
2024 Q4	$15.3M	Buy	300,843 +48,819	+19%	+$2.51M	0.05%	353
2024 Q3	$13.1M	Buy	252,024 +124,006	+97%	+$6.4M	0.04%	409
2024 Q2	$6.54M	Buy	128,018 +4,313	+3%	+$220K	0.02%	633
2024 Q1	$6.35M	Buy	123,705 +9,463	+8%	+$487K	0.02%	628
2023 Q4	$5.9M	Sell	114,242 -710	-0.6%	-$35.3K	0.03%	622
2023 Q3	$5.62M	Sell	114,952 -18	-0%	-$904	0.03%	601
2023 Q2	$5.83M	Sell	114,970 -118,271	-51%	-$6M	0.03%	588
2023 Q1	$11.9M	Buy	233,241 +121,945	+110%	+$6.2M	0.06%	324
2022 Q4	$5.58M	Sell	111,296 -6,402	-5%	-$317K	0.03%	562
2022 Q3	$5.73M	Sell	117,698 -10,607	-8%	-$539K	0.03%	509
2022 Q2	$6.49M	Sell	128,305 -35,058	-21%	-$1.8M	0.04%	475
2022 Q1	$8.67M	Buy	163,363 +15,513	+10%	+$854K	0.04%	427
2021 Q4	$8.42M	Buy	147,850 +1,600	+1%	+$90.9K	0.04%	440
2021 Q3	$8.3M	Buy	146,250 +15,618	+12%	+$897K	0.04%	417
2021 Q2	$7.48M	Buy	+130,632	New	+$7.45M	0.04%	470
2021 Q1	–	Sell	-116,852	Closed	-$6.63M	–	2911
2020 Q4	$6.63M	Buy	116,852 +8,896	+8%	+$498K	0.04%	423
2020 Q3	$6M	Buy	107,956 +5,956	+6%	+$332K	0.04%	409
2020 Q2	$5.61M	Sell	102,000 -10,442	-9%	-$562K	0.04%	401
2020 Q1	$6.08M	Buy	112,442 +16,472	+17%	+$915K	0.06%	303
2019 Q4	$5.33M	Buy	95,970 +18,885	+24%	+$1.05M	0.04%	443
2019 Q3	$4.28M	Buy	77,085 +22,516	+41%	+$1.25M	0.04%	483
2019 Q2	$2.99M	Buy	54,569 +17,234	+46%	+$936K	0.03%	569
2019 Q1	$2.01M	Buy	37,335 +18,582	+99%	+$986K	0.02%	713
2018 Q4	$987K	Buy	18,753 +6,045	+48%	+$315K	0.01%	941
2018 Q3	$664K	Buy	12,708 +65	+0.5%	+$3.42K	0.01%	1277
2018 Q2	$666K	Buy	12,643 +7,493	+145%	+$394K	0.01%	1239
2018 Q1	$271K	Sell	5,150 -3,301	-39%	-$174K	﹤0.01%	1745
2017 Q4	$452K	Buy	8,451 +1,443	+21%	+$77K	0.01%	1372
2017 Q3	$373K	Buy	7,008 +2,923	+72%	+$156K	0.01%	1424
2017 Q2	$216K	Sell	4,085 -355	-8%	-$18.6K	﹤0.01%	1701
2017 Q1	$230K	Buy	+4,440	New	+$229K	﹤0.01%	1540
2016 Q4	–	Sell	-9,986	Closed	-$539K	–	1759
2016 Q3	$539K	Buy	9,986 +270	+3%	+$14.6K	0.01%	990
2016 Q2	$524K	Buy	+9,716	New	+$519K	0.01%	906

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

Cambridge Investment Research Advisors's FMB Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 10% in Q2 2026, buying an estimated $1.58M and bringing the position to 331,431 shares worth $17M. The position accounts for 0.04% of the portfolio, ranked #467.

Cambridge Investment Research Advisors first reported a position in FMB in Q2 2016 and has held it in 39 quarters since. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Cambridge Investment Research Advisors held 331,431 shares of First Trust Managed Municipal ETF worth $17M as of Q2 2026.
Cambridge Investment Research Advisors bought 30,959 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $1.58M.
First Trust Managed Municipal ETF made up 0.04% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #467 holding.
Cambridge Investment Research Advisors first reported a position in First Trust Managed Municipal ETF in Q2 2016 and has held it in 39 quarters since.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.