FFA
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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
Q3 		$288K Sell
6,022
-1,855
-24% -$92.9K ﹤0.01% 2015
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

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Farther Finance Advisors's FMB Position: Q3 2026 in Review

Farther Finance Advisors reduced its First Trust Managed Municipal ETF (FMB) stake by 24% in Q3 2026, selling an estimated $92.9K and leaving 6,022 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Farther Finance Advisors first reported a position in FMB in Q2 2024 and has held it in 10 quarters since. The position peaked at $583K in Q1 2025. 13 funds tracked by Wall St. Rank hold FMB as of Q3 2026.

  • Farther Finance Advisors held 6,022 shares of First Trust Managed Municipal ETF worth $288K as of Q3 2026.
  • Farther Finance Advisors sold 1,855 First Trust Managed Municipal ETF shares in Q3 2026, an estimated $92.9K.
  • First Trust Managed Municipal ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2015 holding.
  • Farther Finance Advisors first reported a position in First Trust Managed Municipal ETF in Q2 2024 and has held it in 10 quarters since.
  • Farther Finance Advisors's First Trust Managed Municipal ETF position peaked at $583K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.