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

Kingsview 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	$249K	Buy	+4,849	New	+$248K	﹤0.01%	1272
2025 Q2	–	Sell	-6,006	Closed	-$303K	–	1190
2025 Q1	$303K	Sell	6,006 -592	-9%	-$30.2K	0.01%	887
2024 Q4	$337K	Hold	6,598	–	–	0.01%	851
2024 Q3	$343K	Sell	6,598 -215	-3%	-$11.1K	0.01%	838
2024 Q2	$348K	Hold	6,813	–	–	0.01%	792
2024 Q1	$350K	Sell	6,813 -1,317	-16%	-$67.8K	0.01%	766
2023 Q4	$420K	Sell	8,130 -306	-4%	-$15.2K	0.01%	676
2023 Q3	$412K	Buy	+8,436	New	+$424K	0.01%	672
2023 Q1	–	Sell	-4,848	Closed	-$243K	–	908
2022 Q4	$243K	Buy	+4,848	New	+$240K	0.01%	735
2022 Q3	–	Sell	-4,088	Closed	-$207K	–	838
2022 Q2	$207K	Sell	4,088 -4,178	-51%	-$214K	0.01%	757
2022 Q1	$439K	Sell	8,266 -862	-9%	-$47.4K	0.02%	600
2021 Q4	$520K	Buy	9,128 +1,600	+21%	+$90.9K	0.02%	562
2021 Q3	$427K	Buy	7,528 +1,047	+16%	+$60.1K	0.02%	591
2021 Q2	$371K	Buy	+6,481	New	+$370K	0.02%	642
2021 Q1	–	Sell	-4,281	Closed	-$243K	–	891
2020 Q4	$243K	Buy	+4,281	New	+$240K	0.02%	599

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

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

Kingsview Wealth Management opened a new position in First Trust Managed Municipal ETF (FMB) in Q2 2026: 4,849 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #1272 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in FMB as recently as Q1 2025.

Kingsview Wealth Management first reported a position in FMB in Q4 2020 and has held it in 15 quarters since. The position peaked at $520K in Q4 2021. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Kingsview Wealth Management held 4,849 shares of First Trust Managed Municipal ETF worth $249K as of Q2 2026.
First Trust Managed Municipal ETF was a new Kingsview Wealth Management position in Q2 2026.
First Trust Managed Municipal ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1272 holding.
Kingsview Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2020 and has held it in 15 quarters since.
Kingsview Wealth Management's First Trust Managed Municipal ETF position peaked at $520K in Q4 2021.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.