Legacy Private Trust’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $519K | Buy |
10,098
+50
| +0.5% | +$2.56K | 0.03% | 205 |
|
|
2026
Q1 | $509K | Hold |
10,048
| – | – | 0.03% | 199 |
|
|
2025
Q4 | $514K | Hold |
10,048
| – | – | 0.03% | 199 |
|
|
2025
Q3 | $509K | Sell |
10,048
-32,173
| -76% | -$1.61M | 0.03% | 195 |
|
|
2025
Q2 | $2.1M | Sell |
42,221
-7,665
| -15% | -$381K | 0.14% | 110 |
|
|
2025
Q1 | $2.52M | Sell |
49,886
-54,269
| -52% | -$2.77M | 0.17% | 95 |
|
|
2024
Q4 | $5.31M | Buy |
104,155
+11,418
| +12% | +$587K | 0.35% | 61 |
|
|
2024
Q3 | $4.82M | Sell |
92,737
-3,457
| -4% | -$178K | 0.32% | 70 |
|
|
2024
Q2 | $4.91M | Buy |
96,194
+6,919
| +8% | +$353K | 0.35% | 66 |
|
|
2024
Q1 | $4.59M | Hold |
89,275
| – | – | 0.34% | 67 |
|
|
2023
Q4 | $4.61M | Buy |
89,275
+17,634
| +25% | +$877K | 0.37% | 65 |
|
|
2023
Q3 | $3.5M | Sell |
71,641
-7,052
| -9% | -$354K | 0.3% | 75 |
|
|
2023
Q2 | $3.99M | Sell |
78,693
-111,897
| -59% | -$5.67M | 0.33% | 71 |
|
|
2023
Q1 | $9.71M | Buy |
190,590
+3,295
| +2% | +$167K | 0.83% | 29 |
|
|
2022
Q4 | $9.39M | Sell |
187,295
-98,548
| -34% | -$4.89M | 0.85% | 27 |
|
|
2022
Q3 | $13.9M | Buy |
285,843
+2,019
| +0.7% | +$103K | 1.32% | 14 |
|
|
2022
Q2 | $14.4M | Sell |
283,824
-30,110
| -10% | -$1.54M | 1.29% | 17 |
|
|
2022
Q1 | $16.7M | Sell |
313,934
-10,535
| -3% | -$580K | 1.29% | 18 |
|
|
2021
Q4 | $18.5M | Sell |
324,469
-13,223
| -4% | -$751K | 1.39% | 17 |
|
|
2021
Q3 | $19.2M | Buy |
337,692
+33,655
| +11% | +$1.93M | 1.55% | 14 |
|
|
2021
Q2 | $17.4M | Buy |
304,037
+10,455
| +4% | +$597K | 1.47% | 15 |
|
|
2021
Q1 | $16.6M | Buy |
293,582
+22,724
| +8% | +$1.29M | 1.49% | 14 |
|
|
2020
Q4 | $15.4M | Buy |
270,858
+17,892
| +7% | +$1M | 1.45% | 14 |
|
|
2020
Q3 | $14.1M | Sell |
252,966
-1,956
| -0.8% | -$109K | 1.45% | 13 |
|
|
2020
Q2 | $14M | Buy |
254,922
+40,224
| +19% | +$2.17M | 1.54% | 12 |
|
|
2020
Q1 | $11.6M | Buy |
214,698
+23,059
| +12% | +$1.28M | 1.51% | 18 |
|
|
2019
Q4 | $10.6M | Buy |
191,639
+7,167
| +4% | +$398K | 1.11% | 20 |
|
|
2019
Q3 | $10.2M | Buy |
184,472
+631
| +0.3% | +$35K | 1.15% | 20 |
|
|
2019
Q2 | $10.1M | Buy |
183,841
+67,701
| +58% | +$3.68M | 1.15% | 21 |
|
|
2019
Q1 | $6.25M | Buy |
116,140
+109,150
| +1,562% | +$5.79M | 0.74% | 40 |
|
|
2018
Q4 | $368K | Sell |
6,990
-262,200
| -97% | -$13.7M | 0.05% | 187 |
|
|
2018
Q3 | $14.1M | Buy |
269,190
+2,860
| +1% | +$151K | 1.59% | 17 |
|
|
2018
Q2 | $14M | Sell |
266,330
-39,590
| -13% | -$2.08M | 1.67% | 14 |
|
|
2018
Q1 | $16.1M | Buy |
305,920
+234,220
| +327% | +$12.4M | 1.88% | 12 |
|
|
2017
Q4 | $3.84M | Buy |
+71,700
| New | +$3.83M | 0.45% | 60 |
|
Other funds holding FMB
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OIA
Legacy Private Trust's FMB Position: Q2 2026 in Review
Legacy Private Trust increased its First Trust Managed Municipal ETF (FMB) stake by 0.5% in Q2 2026, buying an estimated $2.56K and bringing the position to 10,098 shares worth $519K. The position accounts for 0.03% of the portfolio, ranked #205.
Legacy Private Trust first reported a position in FMB in Q4 2017 and has held it in 35 quarters since. The position peaked at $19.2M in Q3 2021. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.
- Legacy Private Trust held 10,098 shares of First Trust Managed Municipal ETF worth $519K as of Q2 2026.
- Legacy Private Trust bought 50 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $2.56K.
- First Trust Managed Municipal ETF made up 0.03% of Legacy Private Trust's portfolio in Q2 2026, its #205 holding.
- Legacy Private Trust first reported a position in First Trust Managed Municipal ETF in Q4 2017 and has held it in 35 quarters since.
- Legacy Private Trust's First Trust Managed Municipal ETF position peaked at $19.2M in Q3 2021.
- 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.
Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.