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Hobart Private Capital’s First Trust Managed Municipal ETF FMB Stock Holding History

Hobart Private Capital’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 Buy
25,901
+5,438
+27% +$278K 0.23% 66
2026
Q1 		$1.04M Buy
20,463
+3,324
+19% +$171K 0.2% 63
2025
Q4 		$876K Hold
17,139
– – 0.17% 74
2025
Q3 		$869K Buy
17,139
+468
+3% +$23.4K 0.18% 68
2025
Q2 		$831K Sell
16,671
-8,948
-35% -$445K 0.19% 61
2025
Q1 		$1.29M Buy
25,619
+6,879
+37% +$351K 0.32% 51
2024
Q4 		$956K Buy
18,740
+427
+2% +$22K 0.24% 51
2024
Q3 		$952K Buy
18,313
+101
+0.6% +$5.21K 0.24% 44
2024
Q2 		$930K Buy
18,212
+6,451
+55% +$329K 0.26% 43
2024
Q1 		$604K Buy
11,761
+2,196
+23% +$113K 0.18% 48
2023
Q4 		$494K Buy
+9,565
New +$476K 0.16% 46

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

Hobart Private Capital's FMB Position: Q2 2026 in Review

Hobart Private Capital increased its First Trust Managed Municipal ETF (FMB) stake by 27% in Q2 2026, buying an estimated $278K and bringing the position to 25,901 shares worth $1.33M. The position accounts for 0.23% of the portfolio, ranked #66.

Hobart Private Capital first reported a position in FMB in Q4 2023 and has held it in 11 quarters since. 50 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Hobart Private Capital held 25,901 shares of First Trust Managed Municipal ETF worth $1.33M as of Q2 2026.
  • Hobart Private Capital bought 5,438 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $278K.
  • First Trust Managed Municipal ETF made up 0.23% of Hobart Private Capital's portfolio in Q2 2026, its #66 holding.
  • Hobart Private Capital first reported a position in First Trust Managed Municipal ETF in Q4 2023 and has held it in 11 quarters since.
  • 50 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.