Dynamic Advisor Solutions
FMB icon

Dynamic Advisor Solutions’s First Trust Managed Municipal ETF FMB Stock Holding History

Dynamic Advisor Solutions’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 		$1.64M Buy
34,192
+2,171
+7% +$109K 0.05% 357
2026
Q2 		$1.64M Sell
32,021
-248
-0.8% -$12.7K 0.05% 381
2026
Q1 		$1.63M Sell
32,269
-1,062
-3% -$54.6K 0.05% 358
2025
Q4 		$1.7M Buy
33,331
+363
+1% +$18.6K 0.05% 329
2025
Q3 		$1.67M Buy
32,968
+7,935
+32% +$397K 0.05% 358
2025
Q2 		$1.25M Buy
25,033
+104
+0.4% +$5.17K 0.04% 396
2025
Q1 		$1.26M Buy
24,929
+14,902
+149% +$760K 0.04% 372
2024
Q4 		$511K Buy
10,027
+5,609
+127% +$288K 0.02% 428
2024
Q3 		$230K Sell
4,418
-50
-1% -$2.58K 0.01% 839
2024
Q2 		$228K Sell
4,468
-209
-4% -$10.7K 0.01% 843
2024
Q1 		$240K Sell
4,677
-16
-0.3% -$823 0.01% 814
2023
Q4 		$242K Buy
4,693
+359
+8% +$17.9K 0.01% 779
2023
Q3 		$212K Buy
+4,334
New +$218K 0.01% 768
2022
Q2 		– Sell
-4,077
Closed -$216K – 722
2022
Q1 		$216K Sell
4,077
-227
-5% -$12.5K 0.02% 660
2021
Q4 		$245K Buy
4,304
+522
+14% +$29.7K 0.02% 627
2021
Q3 		$215K Sell
3,782
-47
-1% -$2.7K 0.02% 675
2021
Q2 		$219K Buy
+3,829
New +$219K 0.02% 648
2021
Q1 		– Sell
-3,793
Closed -$215K – 715
2020
Q4 		$215K Sell
3,793
-90
-2% -$5.04K 0.02% 581
2020
Q3 		$216K Buy
3,883
+155
+4% +$8.64K 0.02% 507
2020
Q2 		$205K Buy
+3,728
New +$201K 0.03% 475

Other funds holding FMB

TBF
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
MFG
Midwest Financial Group Overland Park, Kansas $295M AUM 42.44% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Dynamic Advisor Solutions's FMB Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its First Trust Managed Municipal ETF (FMB) stake by 6.8% in Q3 2026, buying an estimated $109K and bringing the position to 34,192 shares worth $1.64M. The position accounts for 0.05% of the portfolio, ranked #357.

Dynamic Advisor Solutions first reported a position in FMB in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.7M in Q4 2025. 49 funds tracked by Wall St. Rank hold FMB as of Q3 2026.

  • Dynamic Advisor Solutions held 34,192 shares of First Trust Managed Municipal ETF worth $1.64M as of Q3 2026.
  • Dynamic Advisor Solutions bought 2,171 First Trust Managed Municipal ETF shares in Q3 2026, an estimated $109K.
  • First Trust Managed Municipal ETF made up 0.05% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #357 holding.
  • Dynamic Advisor Solutions first reported a position in First Trust Managed Municipal ETF in Q2 2020 and has held it in 20 quarters since.
  • Dynamic Advisor Solutions's First Trust Managed Municipal ETF position peaked at $1.7M in Q4 2025.
  • 49 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.