FFG
FMB icon

Forum Finance Group’s First Trust Managed Municipal ETF FMB Stock Holding History

Forum Finance Group’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 		$1.33M Hold
32,049
– – 0.48% 63
2026
Q1 		$1.3M Buy
+32,049
New +$1.65M 0.71% 45

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Forum Finance Group's FMB Position: Q2 2026 in Review

Forum Finance Group held its First Trust Managed Municipal ETF (FMB) position steady in Q2 2026 at 32,049 shares worth $1.33M. The position accounts for 0.48% of the portfolio, ranked #63.

Forum Finance Group first reported a position in FMB in Q1 2026 and has held it in 2 quarters since. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Forum Finance Group held 32,049 shares of First Trust Managed Municipal ETF worth $1.33M as of Q2 2026.
  • Forum Finance Group left its First Trust Managed Municipal ETF share count unchanged in Q2 2026.
  • First Trust Managed Municipal ETF made up 0.48% of Forum Finance Group's portfolio in Q2 2026, its #63 holding.
  • Forum Finance Group first reported a position in First Trust Managed Municipal ETF in Q1 2026 and has held it in 2 quarters since.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.