Continuum Advisory’s First Trust Managed Municipal ETF FMB Stock Holding History

Continuum Advisory’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	$29.1K	Buy	+566	New	+$28.9K	﹤0.01%	939
2025 Q2	–	Sell	-1,016	Closed	-$51.2K	–	801
2025 Q1	$51.2K	Hold	1,016	–	–	0.01%	671
2024 Q4	$51.8K	Hold	1,016	–	–	0.01%	657
2024 Q3	$52.1K	Buy	1,016 +154	+18%	+$7.95K	0.01%	651
2024 Q2	$44K	Hold	862	–	–	0.01%	635
2024 Q1	$44.2K	Buy	+862	New	+$44.4K	0.01%	623

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

Continuum Advisory's FMB Position: Q2 2026 in Review

Continuum Advisory opened a new position in First Trust Managed Municipal ETF (FMB) in Q2 2026: 566 shares worth $29.1K. The stake represents ﹤0.01% of the portfolio and ranks #939 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in FMB as recently as Q1 2025.

Continuum Advisory first reported a position in FMB in Q1 2024 and has held it in 6 quarters since. The position peaked at $52.1K in Q3 2024. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Continuum Advisory held 566 shares of First Trust Managed Municipal ETF worth $29.1K as of Q2 2026.
First Trust Managed Municipal ETF was a new Continuum Advisory position in Q2 2026.
First Trust Managed Municipal ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #939 holding.
Continuum Advisory first reported a position in First Trust Managed Municipal ETF in Q1 2024 and has held it in 6 quarters since.
Continuum Advisory's First Trust Managed Municipal ETF position peaked at $52.1K in Q3 2024.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.