HBW Advisory Services’s First Trust Managed Municipal ETF FMB Stock Holding History

HBW Advisory Services’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	–	Sell	-4,537	Closed	-$230K	–	473
2026 Q1	$230K	Sell	4,537 -1,693	-27%	-$87K	0.02%	409
2025 Q4	$319K	Sell	6,230 -278	-4%	-$14.2K	0.03%	339
2025 Q3	$330K	Buy	6,508 +1,956	+43%	+$97.8K	0.04%	325
2025 Q2	$227K	Sell	4,552 -1,124	-20%	-$55.9K	0.03%	367
2025 Q1	$286K	Sell	5,676 -859	-13%	-$43.8K	0.04%	296
2024 Q4	$333K	Sell	6,535 -1,392	-18%	-$71.6K	0.03%	263
2024 Q3	$412K	Sell	7,927 -477	-6%	-$24.6K	0.06%	227
2024 Q2	$429K	Buy	8,404 +3,491	+71%	+$178K	0.07%	208
2024 Q1	$254K	Hold	4,913	–	–	0.05%	256
2023 Q4	$254K	Buy	+4,913	New	+$244K	0.05%	256
2023 Q3	–	Sell	-5,384	Closed	-$273K	–	309
2023 Q2	$273K	Buy	5,384 +118	+2%	+$5.98K	0.06%	240
2023 Q1	$268K	Buy	5,266 +528	+11%	+$26.8K	0.07%	216
2022 Q4	$237K	Buy	4,738 +58	+1%	+$2.88K	0.06%	223
2022 Q3	$228K	Sell	4,680 -747	-14%	-$38K	0.06%	200
2022 Q2	$275K	Sell	5,427 -3,129	-37%	-$160K	0.07%	186
2022 Q1	$454K	Buy	8,556 +1,091	+15%	+$60K	0.16%	144
2021 Q4	$425K	Sell	7,465 -466	-6%	-$26.5K	0.1%	178
2021 Q3	$450K	Sell	7,931 -15,276	-66%	-$877K	0.12%	166
2021 Q2	$1.33M	Buy	23,207 +13,219	+132%	+$754K	0.35%	78
2021 Q1	$564K	Buy	9,988 +704	+8%	+$39.9K	0.15%	135
2020 Q4	$527K	Buy	9,284 +843	+10%	+$47.2K	0.16%	122
2020 Q3	$469K	Buy	8,441 +1,771	+27%	+$98.8K	0.19%	119
2020 Q2	$367K	Buy	+6,670	New	+$359K	0.17%	123
2020 Q1	–	Sell	-7,391	Closed	-$413K	–	116
2019 Q4	$413K	Buy	+7,391	New	+$410K	0.24%	88

Other funds holding FMB

TBF

True Blue Financial Stevensville, Michigan $237M AUM

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

BCP

Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 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

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 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

HBW Advisory Services's FMB Position: Q2 2026 in Review

HBW Advisory Services sold out of First Trust Managed Municipal ETF (FMB) in Q2 2026, closing a stake of 4,537 shares — an estimated $230K sold.

HBW Advisory Services first reported a position in FMB in Q4 2019 and held it in 24 quarters. The position peaked at $1.33M in Q2 2021. 50 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

HBW Advisory Services reported no remaining First Trust Managed Municipal ETF position as of Q2 2026 after selling out during the quarter.
HBW Advisory Services sold 4,537 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $230K.
HBW Advisory Services first reported a position in First Trust Managed Municipal ETF in Q4 2019 and held it in 24 quarters.
HBW Advisory Services's First Trust Managed Municipal ETF position peaked at $1.33M in Q2 2021.
50 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.