Creative Planning’s First Trust Managed Municipal ETF FMB Stock Holding History

Creative Planning’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	$1.63M	Sell	31,742 -8,408	-21%	-$430K	﹤0.01%	2252
2026 Q1	$2.03M	Sell	40,150 -1,458	-4%	-$74.9K	﹤0.01%	1882
2025 Q4	$2.13M	Sell	41,608 -11,064	-21%	-$566K	﹤0.01%	1688
2025 Q3	$2.67M	Sell	52,672 -29,821	-36%	-$1.49M	﹤0.01%	1316
2025 Q2	$4.11M	Sell	82,493 -304,293	-79%	-$15.1M	﹤0.01%	855
2025 Q1	$19.5M	Buy	386,786 +381,942	+7,885%	+$19.5M	0.02%	334
2024 Q4	$247K	Hold	4,844	–	–	﹤0.01%	2820
2024 Q3	$252K	Sell	4,844 -1,653	-25%	-$85.3K	﹤0.01%	2669
2024 Q2	$332K	Sell	6,497 -4,608	-41%	-$235K	﹤0.01%	2267
2024 Q1	$570K	Sell	11,105 -14,790	-57%	-$761K	﹤0.01%	1762
2023 Q4	$1.34M	Sell	25,895 -12,465	-32%	-$620K	﹤0.01%	1095
2023 Q3	$1.88M	Buy	38,360 +26,674	+228%	+$1.34M	﹤0.01%	873
2023 Q2	$592K	Sell	11,686 -2,100	-15%	-$106K	﹤0.01%	1445
2023 Q1	$702K	Sell	13,786 -4,839	-26%	-$246K	﹤0.01%	1279
2022 Q4	$933K	Sell	18,625 -10,674	-36%	-$529K	﹤0.01%	1071
2022 Q3	$1.43M	Sell	29,299 -15,922	-35%	-$809K	﹤0.01%	807
2022 Q2	$2.29M	Sell	45,221 -51,271	-53%	-$2.63M	﹤0.01%	671
2022 Q1	$5.12M	Sell	96,492 -13,990	-13%	-$770K	0.01%	447
2021 Q4	$6.29M	Buy	+110,482	New	+$6.28M	0.01%	368
2017 Q3	–	Sell	-438	Closed	-$23K	–	2514
2017 Q2	$23K	Buy	+438	New	+$23K	﹤0.01%	3088

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

Creative Planning's FMB Position: Q2 2026 in Review

Creative Planning reduced its First Trust Managed Municipal ETF (FMB) stake by 21% in Q2 2026, selling an estimated $430K and leaving 31,742 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2252.

Creative Planning first reported a position in FMB in Q2 2017 and has held it in 20 quarters since. The position peaked at $19.5M in Q1 2025. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Creative Planning held 31,742 shares of First Trust Managed Municipal ETF worth $1.63M as of Q2 2026.
Creative Planning sold 8,408 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $430K.
First Trust Managed Municipal ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2252 holding.
Creative Planning first reported a position in First Trust Managed Municipal ETF in Q2 2017 and has held it in 20 quarters since.
Creative Planning's First Trust Managed Municipal ETF position peaked at $19.5M in Q1 2025.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.