Landmark Wealth Management (New York)’s First Trust Managed Municipal ETF FMB Stock Holding History

Landmark Wealth Management (New York)’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	$3.69M	Buy	71,872 +5,397	+8%	+$276K	0.88%	25
2026 Q1	$3.37M	Buy	66,475 +9,370	+16%	+$482K	0.9%	25
2025 Q4	$2.92M	Buy	57,105 +443	+0.8%	+$22.6K	1.12%	24
2025 Q3	$2.87M	Buy	56,662 +9,587	+20%	+$479K	1.14%	24
2025 Q2	$2.35M	Sell	47,075 -22,076	-32%	-$1.1M	1%	26
2025 Q1	$3.49M	Buy	69,151 +513	+0.7%	+$26.2K	1.54%	19
2024 Q4	$3.5M	Buy	68,638 +2,633	+4%	+$135K	1.55%	21
2024 Q3	$3.43M	Buy	66,005 +1,166	+2%	+$60.2K	1.49%	21
2024 Q2	$3.31M	Buy	64,839 +3,908	+6%	+$199K	2.58%	12
2024 Q1	$3.13M	Buy	60,931 +3,221	+6%	+$166K	1.45%	21
2023 Q4	$2.98M	Buy	57,710 +6,563	+13%	+$326K	1.47%	21
2023 Q3	$2.5M	Sell	51,147 -8,572	-14%	-$430K	1.42%	20
2023 Q2	$3.03M	Buy	59,719 +2,978	+5%	+$151K	2.68%	14
2023 Q1	$2.89M	Buy	56,741 +12,866	+29%	+$654K	1.61%	19
2022 Q4	$2.2M	Buy	43,875 +8,023	+22%	+$398K	1.59%	18
2022 Q3	$1.75M	Buy	35,852 +10,477	+41%	+$532K	1.32%	21
2022 Q2	$1.28M	Sell	25,375 -35,921	-59%	-$1.84M	1.64%	16
2022 Q1	$1.66M	Buy	61,296 +28,157	+85%	+$1.55M	0.87%	29
2021 Q4	$2K	Buy	+33,139	New	+$1.88M	1.17%	21

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

Landmark Wealth Management (New York)'s FMB Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its First Trust Managed Municipal ETF (FMB) stake by 8.1% in Q2 2026, buying an estimated $276K and bringing the position to 71,872 shares worth $3.69M. The position accounts for 0.88% of the portfolio, ranked #25.

Landmark Wealth Management (New York) first reported a position in FMB in Q4 2021 and has held it in 19 quarters since. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Landmark Wealth Management (New York) held 71,872 shares of First Trust Managed Municipal ETF worth $3.69M as of Q2 2026.
Landmark Wealth Management (New York) bought 5,397 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $276K.
First Trust Managed Municipal ETF made up 0.88% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #25 holding.
Landmark Wealth Management (New York) first reported a position in First Trust Managed Municipal ETF in Q4 2021 and has held it in 19 quarters since.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.