IHT Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

IHT Wealth Management’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	$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

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

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. 307 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.
307 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.