Focus Partners Advisor Solutions’s First Trust Managed Municipal ETF FMB Stock Holding History

Focus Partners Advisor Solutions’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	$6.9M	Sell	134,362 -1,097	-0.8%	-$56.1K	0.06%	155
2026 Q1	$6.86M	Buy	+135,459	New	+$6.96M	0.07%	138
2025 Q4	–	Sell	-129,800	Closed	-$6.58M	–	1158
2025 Q3	$6.58M	Sell	129,800 -6,731	-5%	-$336K	0.07%	137
2025 Q2	$6.8M	Sell	136,531 -12,245	-8%	-$609K	0.09%	112
2025 Q1	$7.5M	Sell	148,776 -1,370	-0.9%	-$69.9K	0.11%	95
2024 Q4	$7.66M	Buy	150,146 +129,301	+620%	+$6.65M	0.13%	88
2024 Q3	$1.08M	Buy	+20,845	New	+$1.08M	0.02%	284
2023 Q1	–	Sell	-4,447	Closed	-$223K	–	371
2022 Q4	$223K	Buy	+4,447	New	+$220K	0.02%	308

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

Focus Partners Advisor Solutions's FMB Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its First Trust Managed Municipal ETF (FMB) stake by 0.81% in Q2 2026, selling an estimated $56.1K and leaving 134,362 shares worth $6.9M. The position accounts for 0.06% of the portfolio, ranked #155.

Focus Partners Advisor Solutions first reported a position in FMB in Q4 2022 and has held it in 8 quarters since. The position peaked at $7.66M in Q4 2024. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Focus Partners Advisor Solutions held 134,362 shares of First Trust Managed Municipal ETF worth $6.9M as of Q2 2026.
Focus Partners Advisor Solutions sold 1,097 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $56.1K.
First Trust Managed Municipal ETF made up 0.06% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #155 holding.
Focus Partners Advisor Solutions first reported a position in First Trust Managed Municipal ETF in Q4 2022 and has held it in 8 quarters since.
Focus Partners Advisor Solutions's First Trust Managed Municipal ETF position peaked at $7.66M in Q4 2024.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.