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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Dynamic Advisor Solutions's FMB Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its First Trust Managed Municipal ETF (FMB) stake by 0.77% in Q2 2026, selling an estimated $12.7K and leaving 32,021 shares worth $1.64M. The position accounts for 0.05% of the portfolio, ranked #381.

Dynamic Advisor Solutions first reported a position in FMB in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.7M in Q4 2025. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Dynamic Advisor Solutions held 32,021 shares of First Trust Managed Municipal ETF worth $1.64M as of Q2 2026.
  • Dynamic Advisor Solutions sold 248 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $12.7K.
  • First Trust Managed Municipal ETF made up 0.05% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #381 holding.
  • Dynamic Advisor Solutions first reported a position in First Trust Managed Municipal ETF in Q2 2020 and has held it in 19 quarters since.
  • Dynamic Advisor Solutions's First Trust Managed Municipal ETF position peaked at $1.7M in Q4 2025.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.