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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Coyle Financial Counsel's FMB Position: Q1 2026 in Review

Coyle Financial Counsel held its First Trust Managed Municipal ETF (FMB) position steady in Q1 2026 at 6,204 shares worth $314K. The position accounts for 0.07% of the portfolio, ranked #89.

Coyle Financial Counsel first reported a position in FMB in Q2 2016 and has held it in 14 quarters since. The position peaked at $323K in Q3 2020. 297 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

Coyle Financial Counsel held 6,204 shares of First Trust Managed Municipal ETF worth $314K as of Q1 2026.
Coyle Financial Counsel left its First Trust Managed Municipal ETF share count unchanged in Q1 2026.
First Trust Managed Municipal ETF made up 0.07% of Coyle Financial Counsel's portfolio in Q1 2026, its #89 holding.
Coyle Financial Counsel first reported a position in First Trust Managed Municipal ETF in Q2 2016 and has held it in 14 quarters since.
Coyle Financial Counsel's First Trust Managed Municipal ETF position peaked at $323K in Q3 2020.
297 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Coyle Financial Counsel's 13F filing for Q1 2026, filed 12 May 2026.