Coyle Financial Counsel’s First Trust Managed Municipal ETF FMB Stock Holding History

Coyle Financial Counsel’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 Q3	$356K	Buy	7,433 +1,229	+20%	+$61.5K	0.07%	96
2026 Q2	$319K	Hold	6,204	–	–	0.06%	104
2026 Q1	$314K	Hold	6,204	–	–	0.07%	89
2025 Q4	$317K	Buy	6,204 +177	+3%	+$9.05K	0.07%	91
2025 Q3	$306K	Buy	6,027 +661	+12%	+$33K	0.07%	79
2025 Q2	$267K	Hold	5,366	–	–	0.07%	79
2025 Q1	$271K	Hold	5,366	–	–	0.08%	68
2024 Q4	$274K	Buy	+5,366	New	+$276K	0.09%	67
2020 Q4	–	Sell	-5,800	Closed	-$323K	–	57
2020 Q3	$323K	Buy	+5,800	New	+$323K	0.27%	44
2019 Q1	–	Sell	-5,800	Closed	-$305K	–	43
2018 Q4	$305K	Buy	+5,800	New	+$302K	0.32%	39
2018 Q3	–	Sell	-5,800	Closed	-$305K	–	133
2018 Q2	$305K	Hold	5,800	–	–	0.29%	44
2018 Q1	$305K	Hold	5,800	–	–	0.32%	36
2017 Q4	$310K	Buy	+5,800	New	+$309K	0.36%	33
2017 Q2	$306K	Buy	+5,800	New	+$304K	0.41%	30
2016 Q4	–	Sell	-5,800	Closed	-$311K	–	34
2016 Q3	$311K	Hold	5,800	–	–	0.45%	32
2016 Q2	$313K	Buy	+5,800	New	+$310K	0.45%	35

Other funds holding FMB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Coyle Financial Counsel's FMB Position: Q3 2026 in Review

Coyle Financial Counsel increased its First Trust Managed Municipal ETF (FMB) stake by 20% in Q3 2026, buying an estimated $61.5K and bringing the position to 7,433 shares worth $356K. The position accounts for 0.07% of the portfolio, ranked #96.

Coyle Financial Counsel first reported a position in FMB in Q2 2016 and has held it in 16 quarters since. 180 funds tracked by Wall St. Rank hold FMB as of Q3 2026.

Coyle Financial Counsel held 7,433 shares of First Trust Managed Municipal ETF worth $356K as of Q3 2026.
Coyle Financial Counsel bought 1,229 First Trust Managed Municipal ETF shares in Q3 2026, an estimated $61.5K.
First Trust Managed Municipal ETF made up 0.07% of Coyle Financial Counsel's portfolio in Q3 2026, its #96 holding.
Coyle Financial Counsel first reported a position in First Trust Managed Municipal ETF in Q2 2016 and has held it in 16 quarters since.
180 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2026.

Based on Coyle Financial Counsel's 13F filing for Q3 2026, filed 28 Oct 2026.