IHT Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $543K | Sell |
10,569
-1,980
| -16% | -$101K | 0.01% | 803 |
|
|
2026
Q1 | $636K | Sell |
12,549
-684
| -5% | -$35.2K | 0.01% | 735 |
|
|
2025
Q4 | $677K | Buy |
13,233
+492
| +4% | +$25.1K | 0.02% | 658 |
|
|
2025
Q3 | $646K | Buy |
12,741
+97
| +0.8% | +$4.85K | 0.02% | 658 |
|
|
2025
Q2 | $630K | Buy |
12,644
+1,162
| +10% | +$57.8K | 0.02% | 633 |
|
|
2025
Q1 | $579K | Buy |
11,482
+143
| +1% | +$7.29K | 0.02% | 622 |
|
|
2024
Q4 | $578K | Sell |
11,339
-1,761
| -13% | -$90.6K | 0.02% | 634 |
|
|
2024
Q3 | $681K | Buy |
13,100
+1,547
| +13% | +$79.9K | 0.02% | 619 |
|
|
2024
Q2 | $590K | Sell |
11,553
-103
| -0.9% | -$5.25K | 0.02% | 583 |
|
|
2024
Q1 | $599K | Buy |
11,656
+1,515
| +15% | +$78K | 0.02% | 577 |
|
|
2023
Q4 | $524K | Sell |
10,141
-2,562
| -20% | -$127K | 0.02% | 582 |
|
|
2023
Q3 | $621K | Sell |
12,703
-85
| -0.7% | -$4.27K | 0.03% | 480 |
|
|
2023
Q2 | $648K | Sell |
12,788
-1,201
| -9% | -$60.9K | 0.03% | 463 |
|
|
2023
Q1 | $713K | Buy |
13,989
+202
| +1% | +$10.3K | 0.04% | 398 |
|
|
2022
Q4 | $691K | Sell |
13,787
-3,129
| -18% | -$155K | 0.04% | 391 |
|
|
2022
Q3 | $824K | Buy |
16,916
+4,343
| +35% | +$221K | 0.06% | 319 |
|
|
2022
Q2 | $636K | Sell |
12,573
-1,881
| -13% | -$96.4K | 0.06% | 327 |
|
|
2022
Q1 | $767K | Buy |
14,454
+2,165
| +18% | +$119K | 0.06% | 311 |
|
|
2021
Q4 | $700K | Sell |
12,289
-85
| -0.7% | -$4.83K | 0.05% | 343 |
|
|
2021
Q3 | $703K | Buy |
12,374
+378
| +3% | +$21.7K | 0.06% | 325 |
|
|
2021
Q2 | $687K | Buy |
11,996
+1,696
| +16% | +$96.8K | 0.04% | 419 |
|
|
2021
Q1 | $581K | Buy |
10,300
+3,236
| +46% | +$184K | 0.04% | 407 |
|
|
2020
Q4 | $401K | Buy |
7,064
+116
| +2% | +$6.5K | 0.03% | 481 |
|
|
2020
Q3 | $386K | Sell |
6,948
-4,417
| -39% | -$246K | 0.04% | 406 |
|
|
2020
Q2 | $625K | Sell |
11,365
-3,107
| -21% | -$167K | 0.09% | 244 |
|
|
2020
Q1 | $782K | Buy |
14,472
+4,712
| +48% | +$262K | 0.11% | 194 |
|
|
2019
Q4 | $542K | Sell |
9,760
-3,787
| -28% | -$210K | 0.06% | 313 |
|
|
2019
Q3 | $753K | Sell |
13,547
-1,815
| -12% | -$101K | 0.1% | 239 |
|
|
2019
Q2 | $841K | Sell |
15,362
-7,905
| -34% | -$429K | 0.12% | 196 |
|
|
2019
Q1 | $1.25M | Buy |
+23,267
| New | +$1.23M | 0.21% | 120 |
|
|
2018
Q2 | – | Sell |
-2,725
| Closed | -$143K | – | 757 |
|
|
2018
Q1 | $143K | Buy |
2,725
+1,475
| +118% | +$77.9K | 0.04% | 409 |
|
|
2017
Q4 | $67K | Buy |
+1,250
| New | +$66.7K | 0.02% | 604 |
|
Other funds holding FMB
IHT Wealth Management's FMB Position: Q2 2026 in Review
IHT Wealth Management reduced its First Trust Managed Municipal ETF (FMB) stake by 16% in Q2 2026, selling an estimated $101K and leaving 10,569 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #803.
IHT Wealth Management first reported a position in FMB in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.25M in Q1 2019. 308 funds tracked by Wall St. Rank hold FMB as of Q2 2026.
- IHT Wealth Management held 10,569 shares of First Trust Managed Municipal ETF worth $543K as of Q2 2026.
- IHT Wealth Management sold 1,980 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $101K.
- First Trust Managed Municipal ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #803 holding.
- IHT Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2017 and has held it in 32 quarters since.
- IHT Wealth Management's First Trust Managed Municipal ETF position peaked at $1.25M in Q1 2019.
- 308 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.
Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.