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CFO4Life Group’s First Trust Managed Municipal ETF FMB Stock Holding History

CFO4Life Group’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 		$252K Buy
4,907
+11
+0.2% +$563 0.03% 206
2026
Q1 		$248K Buy
4,896
+12
+0.2% +$617 0.04% 183
2025
Q4 		$250K Buy
4,884
+529
+12% +$27K 0.04% 202
2025
Q3 		$221K Buy
+4,355
New +$218K 0.03% 211

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CFO4Life Group's FMB Position: Q2 2026 in Review

CFO4Life Group increased its First Trust Managed Municipal ETF (FMB) stake by 0.22% in Q2 2026, buying an estimated $563 and bringing the position to 4,907 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #206.

CFO4Life Group first reported a position in FMB in Q3 2025 and has held it in 4 quarters since. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • CFO4Life Group held 4,907 shares of First Trust Managed Municipal ETF worth $252K as of Q2 2026.
  • CFO4Life Group bought 11 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $563.
  • First Trust Managed Municipal ETF made up 0.03% of CFO4Life Group's portfolio in Q2 2026, its #206 holding.
  • CFO4Life Group first reported a position in First Trust Managed Municipal ETF in Q3 2025 and has held it in 4 quarters since.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.