Cary Street Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

Cary Street Partners’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	$913K	Buy	+17,768	New	+$909K	0.02%	516

Other funds holding FMB

True Blue Financial Stevensville, Michigan $237M AUM

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

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Cary Street Partners's FMB Position: Q2 2026 in Review

Cary Street Partners opened a new position in First Trust Managed Municipal ETF (FMB) in Q2 2026: 17,768 shares worth $913K. The stake represents 0.02% of the portfolio and ranks #516 among its holdings.

43 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Cary Street Partners held 17,768 shares of First Trust Managed Municipal ETF worth $913K as of Q2 2026.
First Trust Managed Municipal ETF was a new Cary Street Partners position in Q2 2026.
First Trust Managed Municipal ETF made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #516 holding.
43 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.