HCR Wealth Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

HCR Wealth Advisors’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	$429K	Hold	8,344	–	–	0.04%	173
2026 Q1	$423K	Hold	8,344	–	–	0.04%	166
2025 Q4	$427K	Hold	8,344	–	–	0.04%	168
2025 Q3	$423K	Hold	8,344	–	–	0.04%	162
2025 Q2	$416K	Hold	8,344	–	–	0.05%	161
2025 Q1	$421K	Hold	8,344	–	–	0.05%	156
2024 Q4	$426K	Hold	8,344	–	–	0.05%	151
2024 Q3	$434K	Hold	8,344	–	–	0.06%	151
2024 Q2	$426K	Hold	8,344	–	–	0.06%	141
2024 Q1	$429K	Hold	8,344	–	–	0.07%	138
2023 Q4	$431K	Buy	8,344 +3,844	+85%	+$191K	0.07%	129
2023 Q3	$220K	Hold	4,500	–	–	0.05%	153
2023 Q2	$228K	Hold	4,500	–	–	0.04%	158
2023 Q1	$229K	Sell	4,500 -7,500	-63%	-$381K	0.05%	154
2022 Q4	$601K	Hold	12,000	–	–	0.13%	101
2022 Q3	$585K	Hold	12,000	–	–	0.12%	100
2022 Q2	$607K	Sell	12,000 -900	-7%	-$46.1K	0.12%	103
2022 Q1	$684K	Sell	12,900 -4,550	-26%	-$250K	0.11%	108
2021 Q4	$994K	Hold	17,450	–	–	0.15%	103
2021 Q3	$991K	Buy	17,450 +3,500	+25%	+$201K	0.17%	103
2021 Q2	$799K	Sell	13,950 -4,500	-24%	-$257K	0.14%	107
2021 Q1	$1.04M	Buy	18,450 +1,900	+11%	+$108K	0.21%	92
2020 Q4	$939K	Buy	16,550 +4,500	+37%	+$252K	0.2%	89
2020 Q3	$670K	Hold	12,050	–	–	0.15%	91
2020 Q2	$663K	Hold	12,050	–	–	0.16%	86
2020 Q1	$652K	Hold	12,050	–	–	0.19%	82
2019 Q4	$669K	Hold	12,050	–	–	0.16%	85
2019 Q3	$669K	Buy	+12,050	New	+$669K	0.22%	80

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

HCR Wealth Advisors's FMB Position: Q2 2026 in Review

HCR Wealth Advisors held its First Trust Managed Municipal ETF (FMB) position steady in Q2 2026 at 8,344 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #173.

HCR Wealth Advisors first reported a position in FMB in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.04M in Q1 2021. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

HCR Wealth Advisors held 8,344 shares of First Trust Managed Municipal ETF worth $429K as of Q2 2026.
HCR Wealth Advisors left its First Trust Managed Municipal ETF share count unchanged in Q2 2026.
First Trust Managed Municipal ETF made up 0.04% of HCR Wealth Advisors's portfolio in Q2 2026, its #173 holding.
HCR Wealth Advisors first reported a position in First Trust Managed Municipal ETF in Q3 2019 and has held it in 28 quarters since.
HCR Wealth Advisors's First Trust Managed Municipal ETF position peaked at $1.04M in Q1 2021.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.