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

IMG 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	$208K	Buy	4,046 +1,515	+60%	+$77.5K	0.12%	106
2026 Q1	$128K	Buy	2,531 +1,241	+96%	+$63.8K	0.08%	125
2025 Q4	$66K	Hold	1,290	–	–	0.04%	151
2025 Q3	$65.4K	Hold	1,290	–	–	0.04%	140
2025 Q2	$64.3K	Hold	1,290	–	–	0.05%	140
2025 Q1	$65K	Buy	+1,290	New	+$65.8K	0.06%	131

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

IMG Wealth Management's FMB Position: Q2 2026 in Review

IMG Wealth Management increased its First Trust Managed Municipal ETF (FMB) stake by 60% in Q2 2026, buying an estimated $77.5K and bringing the position to 4,046 shares worth $208K. The position accounts for 0.12% of the portfolio, ranked #106.

IMG Wealth Management first reported a position in FMB in Q1 2025 and has held it in 6 quarters since. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

IMG Wealth Management held 4,046 shares of First Trust Managed Municipal ETF worth $208K as of Q2 2026.
IMG Wealth Management bought 1,515 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $77.5K.
First Trust Managed Municipal ETF made up 0.12% of IMG Wealth Management's portfolio in Q2 2026, its #106 holding.
IMG Wealth Management first reported a position in First Trust Managed Municipal ETF in Q1 2025 and has held it in 6 quarters since.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.