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Larson Financial Group’s First Trust Managed Municipal ETF FMB Stock Holding History

Larson Financial Group’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 		$459K Sell
8,940
-2,020
-18% -$103K 0.01% 588
2026
Q1 		$555K Sell
10,960
-2,094
-16% -$108K 0.02% 448
2025
Q4 		$667K Sell
13,054
-1,442
-10% -$73.7K 0.02% 391
2025
Q3 		$735K Sell
14,496
-5,162
-26% -$258K 0.03% 373
2025
Q2 		$979K Sell
19,658
-297,545
-94% -$14.8M 0.04% 296
2025
Q1 		$16M Buy
317,203
+41,154
+15% +$2.1M 0.76% 26
2024
Q4 		$14.1M Buy
276,049
+85,293
+45% +$4.39M 0.73% 27
2024
Q3 		$9.91M Buy
190,756
+39,105
+26% +$2.02M 0.56% 40
2024
Q2 		$7.74M Buy
151,651
+101,412
+202% +$5.17M 0.53% 41
2024
Q1 		$2.58M Buy
50,239
+25,768
+105% +$1.33M 0.2% 95
2023
Q4 		$1.26M Buy
24,471
+1,917
+8% +$95.4K 0.11% 152
2023
Q3 		$1.1M Sell
22,554
-1,138
-5% -$57.1K 0.11% 153
2023
Q2 		$1.2M Sell
23,692
-1,926
-8% -$97.7K 0.12% 147
2023
Q1 		$1.3M Sell
25,618
-1,419
-5% -$72.1K 0.14% 139
2022
Q4 		$1.35M Sell
27,037
-3,403
-11% -$169K 0.16% 123
2022
Q3 		$1.48M Buy
30,440
+26
+0.1% +$1.32K 0.21% 92
2022
Q2 		$1.54M Buy
30,414
+2,672
+10% +$137K 0.27% 51
2022
Q1 		$1.47M Sell
27,742
-1,159
-4% -$63.8K 0.24% 56
2021
Q4 		$1.65M Buy
28,901
+3,407
+13% +$194K 0.26% 52
2021
Q3 		$1.45M Buy
25,494
+9,321
+58% +$535K 0.29% 46
2021
Q2 		$926K Buy
16,173
+3,531
+28% +$202K 0.22% 53
2021
Q1 		$713K Buy
12,642
+2,145
+20% +$122K 0.21% 49
2020
Q4 		$595K Buy
10,497
+5,618
+115% +$315K 0.2% 52
2020
Q3 		$271K Sell
4,879
-6,973
-59% -$389K 0.11% 74
2020
Q2 		$652K Buy
11,852
+3,013
+34% +$162K 0.31% 51
2020
Q1 		$478K Sell
8,839
-3,962
-31% -$220K 0.3% 54
2019
Q4 		$711K Buy
12,801
+3,131
+32% +$174K 0.41% 41
2019
Q3 		$537K Buy
+9,670
New +$537K 0.35% 44

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Larson Financial Group's FMB Position: Q2 2026 in Review

Larson Financial Group reduced its First Trust Managed Municipal ETF (FMB) stake by 18% in Q2 2026, selling an estimated $103K and leaving 8,940 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #588.

Larson Financial Group first reported a position in FMB in Q3 2019 and has held it in 28 quarters since. The position peaked at $16M in Q1 2025. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Larson Financial Group held 8,940 shares of First Trust Managed Municipal ETF worth $459K as of Q2 2026.
  • Larson Financial Group sold 2,020 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $103K.
  • First Trust Managed Municipal ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #588 holding.
  • Larson Financial Group first reported a position in First Trust Managed Municipal ETF in Q3 2019 and has held it in 28 quarters since.
  • Larson Financial Group's First Trust Managed Municipal ETF position peaked at $16M in Q1 2025.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.