Family Capital Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Family Capital Management’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	Buy	32,004 +1,952	+6%	+$99.8K	0.64%	33
2026 Q1	$1.52M	Sell	30,052 -721	-2%	-$37.1K	0.68%	31
2025 Q4	$1.57M	Buy	30,773 +1,455	+5%	+$74.4K	0.7%	32
2025 Q3	$1.49M	Sell	29,318 -1,885	-6%	-$94.2K	0.71%	29
2025 Q2	$1.55M	Sell	31,203 -302	-1%	-$15K	0.81%	26
2025 Q1	$1.59M	Sell	31,505 -2,192	-7%	-$112K	0.98%	22
2024 Q4	$1.72M	Sell	33,697 -1,065	-3%	-$54.8K	1.04%	22
2024 Q3	$1.81M	Sell	34,762 -603	-2%	-$31.1K	1.16%	21
2024 Q2	$1.81M	Sell	35,365 -5,962	-14%	-$304K	1.23%	20
2024 Q1	$2.12M	Sell	41,327 -5,752	-12%	-$296K	1.48%	16
2023 Q4	$2.43M	Sell	47,079 -41,616	-47%	-$2.07M	1.72%	14
2023 Q3	$4.34M	Sell	88,695 -3,733	-4%	-$187K	2.86%	11
2023 Q2	$4.68M	Sell	92,428 -929	-1%	-$47.1K	2.92%	11
2023 Q1	$4.76M	Buy	93,357 +9,084	+11%	+$462K	2.06%	12
2022 Q4	$4.22M	Buy	+84,273	New	+$4.18M	2.78%	11

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

Family Capital Management's FMB Position: Q2 2026 in Review

Family Capital Management increased its First Trust Managed Municipal ETF (FMB) stake by 6.5% in Q2 2026, buying an estimated $99.8K and bringing the position to 32,004 shares worth $1.64M. The position accounts for 0.64% of the portfolio, ranked #33.

Family Capital Management first reported a position in FMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.76M in Q1 2023. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Family Capital Management held 32,004 shares of First Trust Managed Municipal ETF worth $1.64M as of Q2 2026.
Family Capital Management bought 1,952 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $99.8K.
First Trust Managed Municipal ETF made up 0.64% of Family Capital Management's portfolio in Q2 2026, its #33 holding.
Family Capital Management first reported a position in First Trust Managed Municipal ETF in Q4 2022 and has held it in 15 quarters since.
Family Capital Management's First Trust Managed Municipal ETF position peaked at $4.76M in Q1 2023.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.