Friday Financial’s First Trust Managed Municipal ETF FMB Stock Holding History

Friday Financial’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	$1.8M	Buy	37,373 +1,519	+4%	+$76.1K	0.36%	47
2026 Q2	$1.84M	Buy	35,854 +4,425	+14%	+$226K	0.49%	27
2026 Q1	$1.59M	Hold	31,429	–	–	0.55%	28
2025 Q4	$1.61M	Buy	31,429 +16,555	+111%	+$846K	0.57%	27
2025 Q3	$754K	Sell	14,874 -1,460	-9%	-$73K	0.32%	41
2025 Q2	$814K	Sell	16,334 -280	-2%	-$13.9K	0.41%	35
2025 Q1	$839K	Hold	16,614	–	–	0.5%	32
2024 Q4	$847K	Buy	+16,614	New	+$854K	0.58%	31

Other funds holding FMB

TBF

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

MFG

Midwest Financial Group Overland Park, Kansas $295M AUM 42.44% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Friday Financial's FMB Position: Q3 2026 in Review

Friday Financial increased its First Trust Managed Municipal ETF (FMB) stake by 4.2% in Q3 2026, buying an estimated $76.1K and bringing the position to 37,373 shares worth $1.8M. The position accounts for 0.36% of the portfolio, ranked #47.

Friday Financial first reported a position in FMB in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.84M in Q2 2026. 56 funds tracked by Wall St. Rank hold FMB as of Q3 2026.

Friday Financial held 37,373 shares of First Trust Managed Municipal ETF worth $1.8M as of Q3 2026.
Friday Financial bought 1,519 First Trust Managed Municipal ETF shares in Q3 2026, an estimated $76.1K.
First Trust Managed Municipal ETF made up 0.36% of Friday Financial's portfolio in Q3 2026, its #47 holding.
Friday Financial first reported a position in First Trust Managed Municipal ETF in Q4 2024 and has held it in 8 quarters since.
Friday Financial's First Trust Managed Municipal ETF position peaked at $1.84M in Q2 2026.
56 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.