Farther Finance Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Farther Finance 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	$405K	Buy	7,877 +6,641	+537%	+$340K	﹤0.01%	1716
2026 Q1	$62.8K	Sell	1,236 -2,105	-63%	-$108K	﹤0.01%	2837
2025 Q4	$171K	Buy	3,341 +289	+9%	+$14.8K	﹤0.01%	2014
2025 Q3	$155K	Buy	3,052 +474	+18%	+$23.7K	﹤0.01%	1760
2025 Q2	$128K	Sell	2,578 -8,942	-78%	-$445K	﹤0.01%	1631
2025 Q1	$583K	Buy	11,520 +4,270	+59%	+$218K	0.01%	722
2024 Q4	$370K	Sell	7,250 -1,064	-13%	-$54.7K	0.01%	713
2024 Q3	$432K	Buy	8,314 +6,316	+316%	+$326K	0.02%	653
2024 Q2	$102K	Buy	+1,998	New	+$102K	﹤0.01%	1128

Other funds holding FMB

TBF

True Blue Financial Stevensville, Michigan $237M AUM

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BCP

Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

VPWL

VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Farther Finance Advisors's FMB Position: Q2 2026 in Review

Farther Finance Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 537% in Q2 2026, buying an estimated $340K and bringing the position to 7,877 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

Farther Finance Advisors first reported a position in FMB in Q2 2024 and has held it in 9 quarters since. The position peaked at $583K in Q1 2025. 50 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Farther Finance Advisors held 7,877 shares of First Trust Managed Municipal ETF worth $405K as of Q2 2026.
Farther Finance Advisors bought 6,641 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $340K.
First Trust Managed Municipal ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1716 holding.
Farther Finance Advisors first reported a position in First Trust Managed Municipal ETF in Q2 2024 and has held it in 9 quarters since.
Farther Finance Advisors's First Trust Managed Municipal ETF position peaked at $583K in Q1 2025.
50 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.