Keystone Financial Group (Kentucky)’s First Trust Managed Municipal ETF FMB Stock Holding History

Keystone Financial Group (Kentucky)’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	$2.07M	Buy	40,306 +4,448	+12%	+$227K	0.12%	135
2026 Q1	$1.82M	Sell	35,858 -2,126	-6%	-$109K	0.12%	134
2025 Q4	$1.94M	Sell	37,984 -1,991	-5%	-$102K	0.14%	107
2025 Q3	$2.03M	Sell	39,975 -5,127	-11%	-$256K	0.15%	102
2025 Q2	$2.25M	Buy	45,102 +1,992	+5%	+$99.1K	0.2%	88
2025 Q1	$2.17M	Buy	43,110 +6,266	+17%	+$320K	0.22%	90
2024 Q4	$1.88M	Buy	36,844 +1,319	+4%	+$67.8K	0.18%	96
2024 Q3	$1.85M	Buy	+35,525	New	+$1.83M	0.24%	79
2024 Q2	–	Sell	-31,287	Closed	-$1.61M	–	204
2024 Q1	$1.61M	Buy	31,287 +190	+0.6%	+$9.78K	0.23%	78
2023 Q4	$1.61M	Buy	31,097 +4,574	+17%	+$228K	0.28%	71
2023 Q3	$1.3M	Buy	+26,523	New	+$1.33M	0.22%	80

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

Keystone Financial Group (Kentucky)'s FMB Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its First Trust Managed Municipal ETF (FMB) stake by 12% in Q2 2026, buying an estimated $227K and bringing the position to 40,306 shares worth $2.07M. The position accounts for 0.12% of the portfolio, ranked #135.

Keystone Financial Group (Kentucky) first reported a position in FMB in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.25M in Q2 2025. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Keystone Financial Group (Kentucky) held 40,306 shares of First Trust Managed Municipal ETF worth $2.07M as of Q2 2026.
Keystone Financial Group (Kentucky) bought 4,448 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $227K.
First Trust Managed Municipal ETF made up 0.12% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #135 holding.
Keystone Financial Group (Kentucky) first reported a position in First Trust Managed Municipal ETF in Q3 2023 and has held it in 11 quarters since.
Keystone Financial Group (Kentucky)'s First Trust Managed Municipal ETF position peaked at $2.25M in Q2 2025.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.