Koshinski Asset Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Koshinski Asset 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	$621K	Sell	12,084 -615	-5%	-$31.5K	0.03%	404
2026 Q1	$643K	Sell	12,699 -737	-5%	-$37.9K	0.04%	370
2025 Q4	$687K	Sell	13,436 -975	-7%	-$49.8K	0.04%	341
2025 Q3	$731K	Sell	14,411 -3,543	-20%	-$177K	0.05%	336
2025 Q2	$894K	Sell	17,954 -4,456	-20%	-$222K	0.07%	284
2025 Q1	$1.13M	Sell	22,410 -1,722	-7%	-$87.8K	0.1%	216
2024 Q4	$1.23B	Sell	24,132 -2,222	-8%	-$114K	0.11%	195
2024 Q3	$1.37M	Sell	26,354 -429	-2%	-$22.1K	0.12%	177
2024 Q2	$1.37M	Buy	26,783 +7,656	+40%	+$391K	0.13%	157
2024 Q1	$982K	Buy	+19,127	New	+$984K	0.1%	204
2023 Q4	–	Sell	-46,444	Closed	-$2.27M	–	546
2023 Q3	$2.27M	Buy	46,444 +1,142	+3%	+$57.3K	0.26%	92
2023 Q2	$2.3M	Buy	45,302 +302	+0.7%	+$15.3K	0.25%	92
2023 Q1	$2.29M	Sell	45,000 -13,690	-23%	-$696K	0.22%	104
2022 Q4	$2.94M	Buy	58,690 +2,420	+4%	+$120K	0.28%	85
2022 Q3	$2.74M	Buy	56,270 +8,175	+17%	+$415K	0.33%	83
2022 Q2	$2.43M	Buy	48,095 +6,377	+15%	+$327K	0.24%	107
2022 Q1	$2.21M	Buy	+41,718	New	+$2.3M	0.18%	124
2021 Q4	–	Sell	-34,958	Closed	-$1.98M	–	2181
2021 Q3	$1.98M	Buy	34,958 +4,071	+13%	+$234K	0.17%	131
2021 Q2	$1.77M	Buy	+30,887	New	+$1.76M	0.22%	107
2021 Q1	–	Sell	-36,866	Closed	-$2.09M	–	611
2020 Q4	$2.09M	Buy	36,866 +11,473	+45%	+$642K	0.26%	95
2020 Q3	$1.41K	Buy	+25,393	New	+$1.42M	0.19%	127

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

Koshinski Asset Management's FMB Position: Q2 2026 in Review

Koshinski Asset Management reduced its First Trust Managed Municipal ETF (FMB) stake by 4.8% in Q2 2026, selling an estimated $31.5K and leaving 12,084 shares worth $621K. The position accounts for 0.03% of the portfolio, ranked #404.

Koshinski Asset Management first reported a position in FMB in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.23B in Q4 2024. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Koshinski Asset Management held 12,084 shares of First Trust Managed Municipal ETF worth $621K as of Q2 2026.
Koshinski Asset Management sold 615 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $31.5K.
First Trust Managed Municipal ETF made up 0.03% of Koshinski Asset Management's portfolio in Q2 2026, its #404 holding.
Koshinski Asset Management first reported a position in First Trust Managed Municipal ETF in Q3 2020 and has held it in 21 quarters since.
Koshinski Asset Management's First Trust Managed Municipal ETF position peaked at $1.23B in Q4 2024.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.