Crumly & Associates’s First Trust Managed Municipal ETF FMB Stock Holding History

Crumly & Associates’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	$944K	Hold	18,385	–	–	0.18%	80
2026 Q1	$931K	Hold	18,385	–	–	0.2%	75
2025 Q4	$940K	Hold	18,385	–	–	0.2%	76
2025 Q3	$932K	Hold	18,385	–	–	0.2%	73
2025 Q2	$916K	Sell	18,385 -1,977	-10%	-$98.4K	0.22%	64
2025 Q1	$1.03M	Sell	20,362 -294	-1%	-$15K	0.28%	55
2024 Q4	$1.05M	Sell	20,656 -4	-0%	-$206	0.29%	61
2024 Q3	$1.07M	Sell	20,660 -508	-2%	-$26.2K	0.3%	62
2024 Q2	$1.08M	Sell	21,168 -21,112	-50%	-$1.08M	0.31%	55
2024 Q1	$2.17M	Buy	42,280 +18,801	+80%	+$968K	0.57%	42
2023 Q4	$1.21M	Sell	23,479 -34,132	-59%	-$1.7M	0.35%	51
2023 Q3	$2.82M	Sell	57,611 -1,046	-2%	-$52.5K	1.11%	30
2023 Q2	$2.97M	Buy	58,657 +24,038	+69%	+$1.22M	1.19%	29
2023 Q1	$1.76M	Buy	34,619 +14,035	+68%	+$713K	0.77%	35
2022 Q4	$1.03M	Sell	20,584 -24,349	-54%	-$1.21M	0.39%	33
2022 Q3	$2.19M	Buy	44,933 +606	+1%	+$30.8K	0.9%	25
2022 Q2	$2.24M	Buy	44,327 +15,949	+56%	+$817K	0.93%	25
2022 Q1	$1.51M	Buy	28,378 +5,211	+22%	+$287K	0.56%	37
2021 Q4	$1.29M	Buy	23,167 +4,424	+24%	+$251K	0.51%	39
2021 Q3	$1.06M	Buy	18,743 +1,396	+8%	+$80.2K	0.49%	41
2021 Q2	$994K	Sell	17,347 -5,717	-25%	-$326K	0.48%	38
2021 Q1	$1.3M	Buy	23,064 +2,238	+11%	+$127K	0.76%	28
2020 Q4	$1.18M	Sell	20,826 -16,544	-44%	-$926K	0.83%	26
2020 Q3	$2.08M	Buy	37,370 +18,934	+103%	+$1.06M	1.78%	19
2020 Q2	$1.01M	Buy	18,436 +2,133	+13%	+$115K	0.95%	19
2020 Q1	$882K	Buy	16,303 +691	+4%	+$38.4K	1.08%	20
2019 Q4	$867K	Buy	+15,612	New	+$866K	0.9%	23

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

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

VPWL

VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Crumly & Associates's FMB Position: Q2 2026 in Review

Crumly & Associates held its First Trust Managed Municipal ETF (FMB) position steady in Q2 2026 at 18,385 shares worth $944K. The position accounts for 0.18% of the portfolio, ranked #80.

Crumly & Associates first reported a position in FMB in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.97M in Q2 2023. 44 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Crumly & Associates held 18,385 shares of First Trust Managed Municipal ETF worth $944K as of Q2 2026.
Crumly & Associates left its First Trust Managed Municipal ETF share count unchanged in Q2 2026.
First Trust Managed Municipal ETF made up 0.18% of Crumly & Associates's portfolio in Q2 2026, its #80 holding.
Crumly & Associates first reported a position in First Trust Managed Municipal ETF in Q4 2019 and has held it in 27 quarters since.
Crumly & Associates's First Trust Managed Municipal ETF position peaked at $2.97M in Q2 2023.
44 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.