Main Line Retirement Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Main Line Retirement 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	$722K	Buy	14,050 +82	+0.6%	+$4.19K	0.33%	26
2026 Q1	$708K	Buy	13,968 +81	+0.6%	+$4.16K	0.35%	28
2025 Q4	$710K	Sell	13,887 -37,987	-73%	-$1.94M	0.36%	26
2025 Q3	$2.63M	Sell	51,874 -251	-0.5%	-$12.5K	1.35%	14
2025 Q2	$2.6M	Buy	52,125 +2,031	+4%	+$101K	1.48%	13
2025 Q1	$2.53M	Buy	50,094 +330	+0.7%	+$16.8K	1.64%	13
2024 Q4	$2.54M	Sell	49,764 -14,442	-22%	-$743K	1.67%	13
2024 Q3	$3.34M	Buy	64,206 +527	+0.8%	+$27.2K	2.29%	12
2024 Q2	$3.25M	Buy	63,679 +1,052	+2%	+$53.7K	2.49%	11
2024 Q1	$3.22M	Buy	62,627 +3,892	+7%	+$200K	2.53%	11
2023 Q4	$3.03M	Buy	+58,735	New	+$2.92M	2.64%	11
2023 Q2	$3.17M	Buy	+62,465	New	+$3.17M	2.98%	12

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

Main Line Retirement Advisors's FMB Position: Q2 2026 in Review

Main Line Retirement Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 0.59% in Q2 2026, buying an estimated $4.19K and bringing the position to 14,050 shares worth $722K. The position accounts for 0.33% of the portfolio, ranked #26.

Main Line Retirement Advisors first reported a position in FMB in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.34M in Q3 2024. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Main Line Retirement Advisors held 14,050 shares of First Trust Managed Municipal ETF worth $722K as of Q2 2026.
Main Line Retirement Advisors bought 82 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $4.19K.
First Trust Managed Municipal ETF made up 0.33% of Main Line Retirement Advisors's portfolio in Q2 2026, its #26 holding.
Main Line Retirement Advisors first reported a position in First Trust Managed Municipal ETF in Q2 2023 and has held it in 12 quarters since.
Main Line Retirement Advisors's First Trust Managed Municipal ETF position peaked at $3.34M in Q3 2024.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Main Line Retirement Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.