FHC
FMB icon

First Heartland Consultants’s First Trust Managed Municipal ETF FMB Stock Holding History

First Heartland Consultants’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 		$8.16M Buy
158,769
+13,623
+9% +$697K 0.53% 48
2026
Q1 		$7.35M Buy
145,146
+14,897
+11% +$766K 0.56% 45
2025
Q4 		$6.66M Buy
130,249
+13,878
+12% +$709K 0.5% 50
2025
Q3 		$5.9M Sell
116,371
-12,976
-10% -$648K 0.48% 58
2025
Q2 		$6.44M Buy
129,347
+117
+0.1% +$5.82K 0.57% 44
2025
Q1 		$6.52M Buy
129,230
+23,493
+22% +$1.2M 0.67% 40
2024
Q4 		$5.39M Buy
105,737
+6,540
+7% +$336K 0.55% 46
2024
Q3 		$5.15M Sell
99,197
-1,556
-2% -$80.3K 0.55% 41
2024
Q2 		$5.14K Buy
100,753
+5,368
+6% +$274K 0.36% 54
2024
Q1 		$4.9M Buy
95,385
+6,891
+8% +$355K 0.51% 55
2023
Q4 		$4.57M Buy
88,494
+12,201
+16% +$607K 0.55% 53
2023
Q3 		$3.73M Buy
76,293
+63,934
+517% +$3.21M 0.47% 66
2023
Q2 		$626K Buy
12,359
+3,922
+46% +$199K 0.08% 175
2023
Q1 		$430K Sell
8,437
-100
-1% -$5.08K 0.06% 224
2022
Q4 		$428K Sell
8,537
-475
-5% -$23.6K 0.07% 220
2022
Q3 		$439 Sell
9,012
-15,353
-63% -$780K 0.04% 201
2022
Q2 		$1.23M Sell
24,365
-12,040
-33% -$617K 0.19% 102
2022
Q1 		$1.93M Sell
36,405
-73,599
-67% -$4.05M 0.3% 71
2021
Q4 		$6.27K Sell
110,004
-7,264
-6% -$413K 0.24% 30
2021
Q3 		$6.66M Sell
117,268
-4,857
-4% -$279K 1.01% 19
2021
Q2 		$7M Sell
122,125
-20,117
-14% -$1.15M 1.06% 20
2021
Q1 		$8.03M Buy
142,242
+6,347
+5% +$360K 1.28% 17
2020
Q4 		$7.71M Buy
135,895
+7,110
+6% +$398K 1.28% 19
2020
Q3 		$7.16M Buy
128,785
+15,371
+14% +$857K 1.36% 20
2020
Q2 		$6.24M Buy
113,414
+13,833
+14% +$745K 1.23% 21
2020
Q1 		$5.38M Buy
99,581
+14,772
+17% +$821K 1.39% 15
2019
Q4 		$4.71M Buy
84,809
+26,246
+45% +$1.46M 0.93% 26
2019
Q3 		$3.25M Buy
58,563
+22,440
+62% +$1.25M 0.7% 40
2019
Q2 		$1.98M Buy
36,123
+4,276
+13% +$232K 0.48% 56
2019
Q1 		$1.72M Buy
31,847
+8,437
+36% +$448K 0.48% 54
2018
Q4 		$1.23M Buy
23,410
+247
+1% +$12.9K 0.46% 60
2018
Q3 		$1.21M Buy
23,163
+9,894
+75% +$521K 0.38% 70
2018
Q2 		$699K Sell
13,269
-7,231
-35% -$380K 0.25% 107
2018
Q1 		$1.08M Buy
20,500
+5,162
+34% +$273K 0.32% 83
2017
Q4 		$821K Sell
15,338
-1,299
-8% -$69.3K 0.25% 106
2017
Q3 		$886K Buy
16,637
+2,639
+19% +$140K 0.22% 133
2017
Q2 		$739K Buy
13,998
+2,324
+20% +$122K 0.19% 146
2017
Q1 		$605K Buy
11,674
+1,518
+15% +$78.2K 0.17% 166
2016
Q4 		$520K Sell
10,156
-50,280
-83% -$2.63M 0.16% 171
2016
Q3 		$3.26M Buy
60,436
+6,918
+13% +$374K 0.95% 25
2016
Q2 		$2.89K Buy
+53,518
New +$2.86M 0.32% 25

Other funds holding FMB

TBF
True Blue Financial Stevensville, Michigan $237M AUM
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
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
VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

First Heartland Consultants's FMB Position: Q2 2026 in Review

First Heartland Consultants increased its First Trust Managed Municipal ETF (FMB) stake by 9.4% in Q2 2026, buying an estimated $697K and bringing the position to 158,769 shares worth $8.16M. The position accounts for 0.53% of the portfolio, ranked #48.

First Heartland Consultants first reported a position in FMB in Q2 2016 and has held it in 41 quarters since. 43 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • First Heartland Consultants held 158,769 shares of First Trust Managed Municipal ETF worth $8.16M as of Q2 2026.
  • First Heartland Consultants bought 13,623 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $697K.
  • First Trust Managed Municipal ETF made up 0.53% of First Heartland Consultants's portfolio in Q2 2026, its #48 holding.
  • First Heartland Consultants first reported a position in First Trust Managed Municipal ETF in Q2 2016 and has held it in 41 quarters since.
  • 43 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.