Etesian Wealth Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Etesian Wealth 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	$4.4M	Sell	85,581 -1,117	-1%	-$57.1K	1.3%	25
2026 Q1	$4.39M	Buy	86,698 +3,424	+4%	+$176K	1.4%	20
2025 Q4	$4.26M	Buy	83,274 +1,932	+2%	+$98.8K	1.34%	21
2025 Q3	$4.12M	Buy	81,342 +1,922	+2%	+$96.1K	1.36%	19
2025 Q2	$3.96M	Sell	79,420 -2,323	-3%	-$116K	1.48%	18
2025 Q1	$4.12M	Sell	81,743 -2,664	-3%	-$136K	1.78%	12
2024 Q4	$4.31M	Buy	84,407 +10,415	+14%	+$536K	1.9%	14
2024 Q3	$3.84M	Sell	73,992 -9,263	-11%	-$478K	1.74%	14
2024 Q2	$4.25M	Sell	83,255 -6,406	-7%	-$327K	2.39%	9
2024 Q1	$4.6M	Buy	89,661 +604	+0.7%	+$31.1K	2.64%	8
2023 Q4	$4.6M	Buy	89,057 +8,452	+10%	+$420K	2.76%	9
2023 Q3	$3.94M	Buy	80,605 +2,413	+3%	+$121K	2.65%	7
2023 Q2	$3.96M	Sell	78,192 -9,208	-11%	-$467K	2.59%	7
2023 Q1	$4.45M	Buy	87,400 +7,244	+9%	+$368K	2.96%	6
2022 Q4	$4.02M	Buy	+80,156	New	+$3.97M	2.93%	5

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

Etesian Wealth Advisors's FMB Position: Q2 2026 in Review

Etesian Wealth Advisors reduced its First Trust Managed Municipal ETF (FMB) stake by 1.3% in Q2 2026, selling an estimated $57.1K and leaving 85,581 shares worth $4.4M. The position accounts for 1.3% of the portfolio, ranked #25.

Etesian Wealth Advisors first reported a position in FMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.6M in Q1 2024. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Etesian Wealth Advisors held 85,581 shares of First Trust Managed Municipal ETF worth $4.4M as of Q2 2026.
Etesian Wealth Advisors sold 1,117 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $57.1K.
First Trust Managed Municipal ETF made up 1.3% of Etesian Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Etesian Wealth Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2022 and has held it in 15 quarters since.
Etesian Wealth Advisors's First Trust Managed Municipal ETF position peaked at $4.6M in Q1 2024.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.