LVZ Inc’s First Trust Managed Municipal ETF FMB Stock Holding History

LVZ Inc’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	$883K	Sell	17,194 -869	-5%	-$44.4K	0.09%	74
2026 Q1	$915K	Buy	18,063 +75	+0.4%	+$3.85K	0.1%	59
2025 Q4	$920K	Sell	17,988 -1,699	-9%	-$86.8K	0.1%	62
2025 Q3	$998K	Buy	19,687 +302	+2%	+$15.1K	0.11%	57
2025 Q2	$966K	Sell	19,385 -2,912	-13%	-$145K	0.12%	55
2025 Q1	$1.12M	Buy	22,297 +12	+0.1%	+$612	0.15%	45
2024 Q4	$1.14M	Hold	22,285	–	–	0.15%	44
2024 Q3	$1.16M	Buy	22,285 +12,632	+131%	+$652K	0.15%	44
2024 Q2	$493K	Buy	9,653 +900	+10%	+$45.9K	0.07%	67
2024 Q1	$450K	Buy	8,753 +1,940	+28%	+$99.8K	0.06%	76
2023 Q4	$352K	Sell	6,813 -10,000	-59%	-$497K	0.05%	97
2023 Q3	$822K	Hold	16,813	–	–	0.13%	44
2023 Q2	$852K	Buy	16,813 +4,157	+33%	+$211K	0.12%	55
2023 Q1	$645K	Buy	12,656 +7,024	+125%	+$357K	0.09%	64
2022 Q4	$282K	Hold	5,632	–	–	0.04%	103
2022 Q3	$274K	Sell	5,632 -466	-8%	-$23.7K	0.05%	87
2022 Q2	$309K	Sell	6,098 -4,550	-43%	-$233K	0.05%	78
2022 Q1	$565K	Sell	10,648 -38,485	-78%	-$2.12M	0.08%	57
2021 Q4	$2.8M	Buy	49,133 +1,619	+3%	+$92K	0.37%	25
2021 Q3	$2.7M	Buy	47,514 +652	+1%	+$37.4K	0.39%	21
2021 Q2	$2.68M	Buy	46,862 +895	+2%	+$51.1K	0.4%	22
2021 Q1	$2.59M	Buy	45,967 +1,253	+3%	+$71.1K	0.4%	24
2020 Q4	$2.54M	Buy	44,714 +210	+0.5%	+$11.8K	0.42%	26
2020 Q3	$2.48M	Buy	44,504 +213	+0.5%	+$11.9K	0.51%	19
2020 Q2	$2.44M	Buy	44,291 +225	+0.5%	+$12.1K	0.55%	14
2020 Q1	$2.38M	Buy	44,066 +216	+0.5%	+$12K	0.58%	15
2019 Q4	$2.44M	Sell	43,850 -1,956	-4%	-$108K	0.48%	14
2019 Q3	$2.54M	Buy	45,806 +2,049	+5%	+$114K	0.55%	13
2019 Q2	$2.4M	Buy	43,757 +18,430	+73%	+$1M	0.54%	15
2019 Q1	$1.36M	Sell	25,327 -44	-0.2%	-$2.33K	0.32%	21
2018 Q4	$1.33M	Sell	25,371 -10	-0%	-$521	0.38%	25
2018 Q3	$1.32M	Buy	+25,381	New	+$1.34M	0.33%	25
2018 Q2	–	Sell	-5,442	Closed	-$286K	–	74
2018 Q1	$286K	Buy	5,442 +1,485	+38%	+$78.4K	0.08%	51
2017 Q4	$212K	Hold	3,957	–	–	0.06%	68
2017 Q3	$211K	Sell	3,957 -2,767	-41%	-$147K	0.07%	65
2017 Q2	$355K	Hold	6,724	–	–	3.19%	11
2017 Q1	$348K	Sell	6,724 -2,953	-31%	-$152K	3.28%	9
2016 Q4	$495K	Hold	9,677	–	–	4.75%	3
2016 Q3	$522K	Sell	9,677 -146	-1%	-$7.9K	5.09%	3
2016 Q2	$530K	Hold	9,823	–	–	5.78%	3
2016 Q1	$520K	Buy	9,823 +3,271	+50%	+$172K	0.24%	27
2015 Q4	$341K	Buy	+6,552	New	+$340K	4.66%	5
2015 Q3	–	Sell	-5,576	Closed	-$285K	–	48
2015 Q2	$285K	Hold	5,576	–	–	0.16%	29
2015 Q1	$291K	Buy	+5,576	New	+$290K	0.17%	27

Other funds holding FMB

TBF

True Blue Financial Stevensville, Michigan $237M AUM

FHC

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CAMG

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

CTB

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

MFG

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

VPWL

VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM

PFS

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

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

IWA

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

LVZ Inc's FMB Position: Q2 2026 in Review

LVZ Inc reduced its First Trust Managed Municipal ETF (FMB) stake by 4.8% in Q2 2026, selling an estimated $44.4K and leaving 17,194 shares worth $883K. The position accounts for 0.09% of the portfolio, ranked #74.

LVZ Inc first reported a position in FMB in Q1 2015 and has held it in 44 quarters since. The position peaked at $2.8M in Q4 2021. 43 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

LVZ Inc held 17,194 shares of First Trust Managed Municipal ETF worth $883K as of Q2 2026.
LVZ Inc sold 869 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $44.4K.
First Trust Managed Municipal ETF made up 0.09% of LVZ Inc's portfolio in Q2 2026, its #74 holding.
LVZ Inc first reported a position in First Trust Managed Municipal ETF in Q1 2015 and has held it in 44 quarters since.
LVZ Inc's First Trust Managed Municipal ETF position peaked at $2.8M in Q4 2021.
43 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.