Insight Wealth Strategies’s First Trust Managed Municipal ETF FMB Stock Holding History

Insight Wealth Strategies’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	$1.44M	Buy	27,942 +1,813	+7%	+$92.7K	0.14%	96
2026 Q1	$1.32M	Buy	26,129 +1,345	+5%	+$69.1K	0.15%	102
2025 Q4	$1.27M	Buy	24,784 +575	+2%	+$29.4K	0.15%	99
2025 Q3	$1.23M	Sell	24,209 -338	-1%	-$16.9K	0.14%	99
2025 Q2	$1.22M	Buy	24,547 +6	+0%	+$298	0.15%	98
2025 Q1	$1.24M	Sell	24,541 -82	-0.3%	-$4.18K	0.17%	101
2024 Q4	$1.26M	Sell	24,623 -13,280	-35%	-$683K	0.17%	101
2024 Q3	$1.97M	Buy	37,903 +2,621	+7%	+$135K	0.26%	98
2024 Q2	$1.8M	Buy	35,282 +1,837	+5%	+$93.7K	0.26%	100
2024 Q1	$1.72M	Buy	33,445 +1,097	+3%	+$56.5K	0.25%	102
2023 Q4	$1.67M	Buy	32,348 +2,055	+7%	+$102K	0.27%	93
2023 Q3	$1.48M	Buy	30,293 +265	+0.9%	+$13.3K	0.29%	78
2023 Q2	$1.52M	Buy	30,028 +396	+1%	+$20.1K	0.29%	66
2023 Q1	$1.51M	Sell	29,632 -77	-0.3%	-$3.91K	0.3%	59
2022 Q4	$1.49M	Sell	29,709 -4,886	-14%	-$242K	0.29%	59
2022 Q3	$1.75M	Hold	34,595	–	–	0.33%	42
2022 Q2	$1.75M	Buy	34,595 +294	+0.9%	+$15.1K	0.33%	42
2022 Q1	$1.82M	Sell	34,301 -2,179	-6%	-$120K	0.27%	57
2021 Q4	$2.08M	Buy	36,480 +12,246	+51%	+$696K	0.3%	50
2021 Q3	$1.38M	Sell	24,234 -1,426	-6%	-$81.9K	0.19%	75
2021 Q2	$1.47M	Sell	25,660 -7,430	-22%	-$424K	0.21%	65
2021 Q1	$1.87M	Buy	33,090 +2,215	+7%	+$126K	0.25%	57
2020 Q4	$1.75M	Buy	30,875 +11,998	+64%	+$672K	0.3%	46
2020 Q3	$1.05M	Buy	18,877 +61	+0.3%	+$3.4K	0.19%	56
2020 Q2	$1.03M	Buy	18,816 +2,467	+15%	+$133K	0.23%	44
2020 Q1	$884K	Buy	16,349 +6,257	+62%	+$348K	0.24%	40
2019 Q4	$561K	Buy	10,092 +59	+0.6%	+$3.27K	0.12%	114
2019 Q3	$557K	Buy	10,033 +1,561	+18%	+$86.6K	0.13%	105
2019 Q2	$464K	Buy	+8,472	New	+$460K	0.11%	108

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

Insight Wealth Strategies's FMB Position: Q2 2026 in Review

Insight Wealth Strategies increased its First Trust Managed Municipal ETF (FMB) stake by 6.9% in Q2 2026, buying an estimated $92.7K and bringing the position to 27,942 shares worth $1.44M. The position accounts for 0.14% of the portfolio, ranked #96.

Insight Wealth Strategies first reported a position in FMB in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.08M in Q4 2021. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Insight Wealth Strategies held 27,942 shares of First Trust Managed Municipal ETF worth $1.44M as of Q2 2026.
Insight Wealth Strategies bought 1,813 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $92.7K.
First Trust Managed Municipal ETF made up 0.14% of Insight Wealth Strategies's portfolio in Q2 2026, its #96 holding.
Insight Wealth Strategies first reported a position in First Trust Managed Municipal ETF in Q2 2019 and has held it in 29 quarters since.
Insight Wealth Strategies's First Trust Managed Municipal ETF position peaked at $2.08M in Q4 2021.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.