Clear Creek Financial Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Clear Creek Financial Management’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	$1.38M	Buy	26,885 +4,293	+19%	+$220K	0.09%	229
2026 Q1	$1.14M	Buy	22,592 +138	+0.6%	+$7.09K	0.09%	233
2025 Q4	$1.15M	Sell	22,454 -4,864	-18%	-$249K	0.09%	210
2025 Q3	$1.39M	Sell	27,318 -7,220	-21%	-$361K	0.12%	180
2025 Q2	$1.72M	Sell	34,538 -4,248	-11%	-$211K	0.16%	140
2025 Q1	$1.96M	Sell	38,786 -405	-1%	-$20.7K	0.2%	107
2024 Q4	$2M	Buy	39,191 +6,084	+18%	+$313K	0.22%	105
2024 Q3	$1.72M	Buy	33,107 +2,213	+7%	+$114K	0.19%	106
2024 Q2	$1.58M	Buy	30,894 +29	+0.1%	+$1.48K	0.19%	104
2024 Q1	$1.59M	Buy	30,865 +1,445	+5%	+$74.4K	0.2%	99
2023 Q4	$1.52M	Sell	29,420 -760	-3%	-$37.8K	0.24%	79
2023 Q3	$1.48M	Sell	30,180 -1,793	-6%	-$90K	0.26%	77
2023 Q2	$1.62M	Sell	31,973 -5,360	-14%	-$272K	0.28%	73
2023 Q1	$1.9M	Sell	37,333 -621	-2%	-$31.6K	0.36%	62
2022 Q4	$1.9M	Sell	37,954 -5,035	-12%	-$250K	0.42%	59
2022 Q3	$2.09M	Sell	42,989 -3,659	-8%	-$186K	0.46%	50
2022 Q2	$2.36M	Sell	46,648 -14,284	-23%	-$732K	0.49%	46
2022 Q1	$3.23M	Sell	60,932 -49	-0.1%	-$2.7K	0.51%	51
2021 Q4	$3.48M	Sell	60,981 -30	-0%	-$1.7K	0.52%	44
2021 Q3	$3.46M	Buy	61,011 +3,031	+5%	+$174K	0.56%	50
2021 Q2	$3.32M	Buy	+57,980	New	+$3.31M	0.51%	56
2021 Q1	–	Sell	-24,349	Closed	-$1.38M	–	118
2020 Q4	$1.38M	Buy	+24,349	New	+$1.36M	0.27%	80
2020 Q3	–	Sell	-19,762	Closed	-$1.09M	–	137
2020 Q2	$1.09M	Buy	19,762 +11,932	+152%	+$643K	0.28%	58
2020 Q1	$421K	Buy	7,830 +2,806	+56%	+$156K	0.16%	89
2019 Q4	$281K	Buy	5,024 +713	+17%	+$39.5K	0.11%	96
2019 Q3	$239K	Buy	+4,311	New	+$239K	0.12%	107

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

Clear Creek Financial Management's FMB Position: Q2 2026 in Review

Clear Creek Financial Management increased its First Trust Managed Municipal ETF (FMB) stake by 19% in Q2 2026, buying an estimated $220K and bringing the position to 26,885 shares worth $1.38M. The position accounts for 0.09% of the portfolio, ranked #229.

Clear Creek Financial Management first reported a position in FMB in Q3 2019 and has held it in 26 quarters since. The position peaked at $3.48M in Q4 2021. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Clear Creek Financial Management held 26,885 shares of First Trust Managed Municipal ETF worth $1.38M as of Q2 2026.
Clear Creek Financial Management bought 4,293 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $220K.
First Trust Managed Municipal ETF made up 0.09% of Clear Creek Financial Management's portfolio in Q2 2026, its #229 holding.
Clear Creek Financial Management first reported a position in First Trust Managed Municipal ETF in Q3 2019 and has held it in 26 quarters since.
Clear Creek Financial Management's First Trust Managed Municipal ETF position peaked at $3.48M in Q4 2021.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.