Legacy Solutions LLC’s First Trust Managed Municipal ETF FMB Stock Holding History

Legacy Solutions LLC’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	$1.66M	Buy	32,379 +683	+2%	+$34.9K	1.35%	16
2026 Q1	$1.61M	Buy	31,696 +2,131	+7%	+$110K	1.49%	17
2025 Q4	$1.51M	Buy	29,565 +587	+2%	+$30K	1.33%	16
2025 Q3	$1.47M	Buy	28,978 +3,579	+14%	+$179K	1.32%	16
2025 Q2	$1.27M	Sell	25,399 -308	-1%	-$15.3K	1.21%	17
2025 Q1	$1.3M	Sell	25,707 -103	-0.4%	-$5.25K	1.43%	15
2024 Q4	$1.32M	Buy	+25,810	New	+$1.33M	1.43%	16

Other funds holding FMB

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return