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

IFG Advisory’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	$786K	Buy	+15,304	New	+$783K	0.03%	478
2026 Q1	–	Sell	-17,944	Closed	-$918K	–	507
2025 Q4	$918K	Sell	17,944 -267	-1%	-$13.6K	0.04%	380
2025 Q3	$923K	Buy	18,211 +61	+0.3%	+$3.05K	0.04%	371
2025 Q2	$904K	Sell	18,150 -10,641	-37%	-$529K	0.05%	370
2025 Q1	$1.45M	Buy	28,791 +154	+0.5%	+$7.85K	0.08%	259
2024 Q4	$1.46M	Sell	28,637 -5,382	-16%	-$277K	0.08%	245
2024 Q3	$1.77M	Sell	34,019 -15	-0%	-$774	0.11%	213
2024 Q2	$1.74M	Buy	34,034 +3,106	+10%	+$158K	0.11%	217
2024 Q1	$1.59M	Sell	30,928 -643	-2%	-$33.1K	0.12%	211
2023 Q4	$1.63M	Sell	31,571 -4,319	-12%	-$215K	0.12%	196
2023 Q3	$1.75M	Sell	35,890 -700	-2%	-$35.1K	0.15%	177
2023 Q2	$1.85M	Buy	36,590 +62	+0.2%	+$3.14K	0.16%	175
2023 Q1	$1.86M	Sell	36,528 -2,497	-6%	-$127K	0.17%	146
2022 Q4	$1.96M	Sell	39,025 -17,800	-31%	-$883K	0.19%	125
2022 Q3	$2.77M	Buy	56,825 +4,789	+9%	+$243K	0.25%	88
2022 Q2	$2.63M	Sell	52,036 -15,559	-23%	-$797K	0.28%	81
2022 Q1	$3.59M	Buy	67,595 +580	+0.9%	+$31.9K	0.36%	60
2021 Q4	$3.82M	Sell	67,015 -321	-0.5%	-$18.2K	0.37%	56
2021 Q3	$3.82M	Buy	67,336 +1,067	+2%	+$61.3K	0.41%	50
2021 Q2	$3.79M	Buy	66,269 +3,609	+6%	+$206K	0.42%	49
2021 Q1	$3.54M	Sell	62,660 -438	-0.7%	-$24.8K	0.44%	49
2020 Q4	$3.58M	Buy	63,098 +356	+0.6%	+$19.9K	0.5%	46
2020 Q3	$3.49M	Buy	62,742 +6,025	+11%	+$336K	0.56%	38
2020 Q2	$3.12M	Buy	56,717 +2,992	+6%	+$161K	0.56%	43
2020 Q1	$2.9M	Sell	53,725 -876	-2%	-$48.7K	0.65%	34
2019 Q4	$3.03M	Buy	54,601 +5,830	+12%	+$323K	0.55%	37
2019 Q3	$2.71M	Buy	+48,771	New	+$2.71M	0.53%	44

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

IFG Advisory's FMB Position: Q2 2026 in Review

IFG Advisory opened a new position in First Trust Managed Municipal ETF (FMB) in Q2 2026: 15,304 shares worth $786K. The stake represents 0.03% of the portfolio and ranks #478 among its holdings. This is a return to the name: IFG Advisory previously reported a position in FMB as recently as Q4 2025.

IFG Advisory first reported a position in FMB in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.82M in Q3 2021. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

IFG Advisory held 15,304 shares of First Trust Managed Municipal ETF worth $786K as of Q2 2026.
First Trust Managed Municipal ETF was a new IFG Advisory position in Q2 2026.
First Trust Managed Municipal ETF made up 0.03% of IFG Advisory's portfolio in Q2 2026, its #478 holding.
IFG Advisory first reported a position in First Trust Managed Municipal ETF in Q3 2019 and has held it in 27 quarters since.
IFG Advisory's First Trust Managed Municipal ETF position peaked at $3.82M in Q3 2021.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.