CA
FMB icon

CoreCap Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

CoreCap 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 		$405K Buy
7,886
+2,605
+49% +$133K 0.01% 608
2026
Q1 		$268K Buy
5,281
+730
+16% +$37.5K 0.01% 700
2025
Q4 		$233K Buy
4,551
+3,185
+233% +$163K 0.01% 745
2025
Q3 		$69.3K Hold
1,366
– – ﹤0.01% 1180
2025
Q2 		$68.1K Buy
1,366
+1,298
+1,909% +$64.6K ﹤0.01% 1113
2025
Q1 		$3.43K Sell
68
-243
-78% -$12.4K ﹤0.01% 2197
2024
Q4 		$15.9K Hold
311
– – ﹤0.01% 1614
2024
Q3 		$16.2K Hold
311
– – ﹤0.01% 1629
2024
Q2 		$15.9K Hold
311
– – ﹤0.01% 969
2024
Q1 		$16K Buy
+311
New +$16K ﹤0.01% 1578
2022
Q4 		$21.1K Buy
+422
New +$20.9K ﹤0.01% 1281
2022
Q3 		– Sell
-444
Closed -$22K – 1066
2022
Q2 		$22K Buy
+444
New +$22.8K ﹤0.01% 1210
2022
Q1 		– Sell
-329
Closed -$19K – 1069
2021
Q4 		$19K Buy
+329
New +$18.7K ﹤0.01% 1344

Other funds holding FMB

TBF
True Blue Financial Stevensville, Michigan $237M AUM
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CoreCap Advisors's FMB Position: Q2 2026 in Review

CoreCap Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 49% in Q2 2026, buying an estimated $133K and bringing the position to 7,886 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #608.

CoreCap Advisors first reported a position in FMB in Q4 2021 and has held it in 13 quarters since. 50 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • CoreCap Advisors held 7,886 shares of First Trust Managed Municipal ETF worth $405K as of Q2 2026.
  • CoreCap Advisors bought 2,605 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $133K.
  • First Trust Managed Municipal ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #608 holding.
  • CoreCap Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2021 and has held it in 13 quarters since.
  • 50 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.