Csenge Advisory Group’s First Trust Managed Municipal ETF FMB Stock Holding History

Csenge Advisory Group’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	$297K	Buy	5,786 +53	+0.9%	+$2.71K	0.01%	601
2026 Q1	$290K	Sell	5,733 -2,778	-33%	-$143K	0.01%	565
2025 Q4	$435K	Sell	8,511 -2,386	-22%	-$122K	0.02%	470
2025 Q3	$553K	Sell	10,897 -556	-5%	-$27.8K	0.03%	409
2025 Q2	$569K	Buy	11,453 +216	+2%	+$10.7K	0.03%	394
2025 Q1	$557K	Sell	11,237 -3,841	-25%	-$196K	0.03%	373
2024 Q4	$769K	Sell	15,078 -1,564	-9%	-$80.4K	0.04%	327
2024 Q3	$861K	Buy	16,642 +4,988	+43%	+$258K	0.04%	305
2024 Q2	$595K	Buy	11,654 +587	+5%	+$29.9K	0.03%	368
2024 Q1	$568K	Sell	11,067 -1,080	-9%	-$55.6K	0.03%	402
2023 Q4	$628K	Buy	12,147 +1,113	+10%	+$55.4K	0.04%	346
2023 Q3	$539K	Sell	11,034 -60	-0.5%	-$3.01K	0.04%	347
2023 Q2	$562K	Buy	11,094 +83	+0.8%	+$4.21K	0.04%	338
2023 Q1	$561K	Sell	11,011 -264	-2%	-$13.4K	0.04%	314
2022 Q4	$565K	Sell	11,275 -2,871	-20%	-$142K	0.04%	318
2022 Q3	$689K	Sell	14,146 -25	-0.2%	-$1.27K	0.06%	271
2022 Q2	$717K	Sell	14,171 -2,252	-14%	-$115K	0.06%	277
2022 Q1	$871K	Sell	16,423 -424	-3%	-$23.3K	0.07%	247
2021 Q4	$965K	Sell	16,847 -1,377	-8%	-$78.2K	0.09%	204
2021 Q3	$1.03M	Buy	18,224 +1,377	+8%	+$79.1K	0.09%	212
2021 Q2	$965K	Buy	16,847 +854	+5%	+$48.7K	0.09%	204
2021 Q1	$907K	Buy	15,993 +1,322	+9%	+$75K	0.09%	172
2020 Q4	$832K	Buy	14,671 +97	+0.7%	+$5.43K	0.1%	155
2020 Q3	$809K	Buy	14,574 +1,437	+11%	+$80.1K	0.11%	153
2020 Q2	$723K	Buy	+13,137	New	+$707K	0.1%	147

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

Csenge Advisory Group's FMB Position: Q2 2026 in Review

Csenge Advisory Group increased its First Trust Managed Municipal ETF (FMB) stake by 0.92% in Q2 2026, buying an estimated $2.71K and bringing the position to 5,786 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #601.

Csenge Advisory Group first reported a position in FMB in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.03M in Q3 2021. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Csenge Advisory Group held 5,786 shares of First Trust Managed Municipal ETF worth $297K as of Q2 2026.
Csenge Advisory Group bought 53 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $2.71K.
First Trust Managed Municipal ETF made up 0.01% of Csenge Advisory Group's portfolio in Q2 2026, its #601 holding.
Csenge Advisory Group first reported a position in First Trust Managed Municipal ETF in Q2 2020 and has held it in 25 quarters since.
Csenge Advisory Group's First Trust Managed Municipal ETF position peaked at $1.03M in Q3 2021.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.