ECA
FMB icon

Elevated Capital Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Elevated Capital Advisors’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 		$514 Hold
10
– – ﹤0.01% 796
2026
Q1 		$507 Hold
10
– – ﹤0.01% 786
2025
Q4 		$511 Buy
+10
New +$511 ﹤0.01% 764

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

Elevated Capital Advisors's FMB Position: Q2 2026 in Review

Elevated Capital Advisors held its First Trust Managed Municipal ETF (FMB) position steady in Q2 2026 at 10 shares worth $514. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Elevated Capital Advisors first reported a position in FMB in Q4 2025 and has held it in 3 quarters since. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Elevated Capital Advisors held 10 shares of First Trust Managed Municipal ETF worth $514 as of Q2 2026.
  • Elevated Capital Advisors left its First Trust Managed Municipal ETF share count unchanged in Q2 2026.
  • First Trust Managed Municipal ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #796 holding.
  • Elevated Capital Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.