LexAurum Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

LexAurum Advisors’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	$372K	Buy	+7,234	New	+$370K	0.04%	305
2021 Q4	–	Sell	-55,741	Closed	-$3.17M	–	262
2021 Q3	$3.17M	Buy	55,741 +31,122	+126%	+$1.79M	0.93%	20
2021 Q2	$1.41M	Sell	24,619 -21,417	-47%	-$1.22M	0.42%	65
2021 Q1	$2.6M	Sell	46,036 -1,293	-3%	-$73.3K	0.89%	22
2020 Q4	$2.69M	Sell	47,329 -29,653	-39%	-$1.66M	0.96%	19
2020 Q3	$4.28M	Buy	+76,982	New	+$4.29M	1.76%	12
2020 Q1	–	Sell	-39,109	Closed	-$2.17M	–	209
2019 Q4	$2.17M	Buy	39,109 +3,556	+10%	+$197K	1.07%	23
2019 Q3	$1.98M	Buy	35,553 +7,772	+28%	+$431K	1.17%	21
2019 Q2	$1.52M	Sell	27,781 -983	-3%	-$53.4K	0.94%	28
2019 Q1	$1.55M	Buy	28,764 +1,817	+7%	+$96.4K	1.03%	27
2018 Q4	$1.42M	Buy	26,947 +246	+0.9%	+$12.8K	1.1%	27
2018 Q3	$1.4M	Buy	26,701 +9,460	+55%	+$498K	0.98%	30
2018 Q2	$908K	Buy	17,241 +687	+4%	+$36.1K	0.81%	36
2018 Q1	$871K	Buy	16,554 +1,688	+11%	+$89.1K	0.74%	44
2017 Q4	$792K	Buy	+14,866	New	+$793K	0.74%	46

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

LexAurum Advisors's FMB Position: Q2 2026 in Review

LexAurum Advisors opened a new position in First Trust Managed Municipal ETF (FMB) in Q2 2026: 7,234 shares worth $372K. The stake represents 0.04% of the portfolio and ranks #305 among its holdings. This is a return to the name: LexAurum Advisors previously reported a position in FMB as recently as Q3 2021.

LexAurum Advisors first reported a position in FMB in Q4 2017 and has held it in 15 quarters since. The position peaked at $4.28M in Q3 2020. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

LexAurum Advisors held 7,234 shares of First Trust Managed Municipal ETF worth $372K as of Q2 2026.
First Trust Managed Municipal ETF was a new LexAurum Advisors position in Q2 2026.
First Trust Managed Municipal ETF made up 0.04% of LexAurum Advisors's portfolio in Q2 2026, its #305 holding.
LexAurum Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2017 and has held it in 15 quarters since.
LexAurum Advisors's First Trust Managed Municipal ETF position peaked at $4.28M in Q3 2020.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.