Mariner’s First Trust Managed Municipal ETF FMB Stock Holding History

Mariner’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	$3.52M	Buy	68,562 +1,081	+2%	+$55.3K	﹤0.01%	1200
2026 Q1	$3.42M	Sell	67,481 -1,220	-2%	-$62.7K	﹤0.01%	1220
2025 Q4	$3.51M	Sell	68,701 -5,790	-8%	-$296K	﹤0.01%	1186
2025 Q3	$3.78M	Buy	74,491 +2,361	+3%	+$118K	﹤0.01%	1063
2025 Q2	$3.59M	Sell	72,130 -2,904	-4%	-$144K	0.01%	1015
2025 Q1	$3.78M	Buy	75,034 +1,096	+1%	+$55.9K	0.01%	929
2024 Q4	$3.77M	Buy	73,938 +23,066	+45%	+$1.19M	0.01%	904
2024 Q3	$2.64M	Buy	50,872 +13,489	+36%	+$696K	﹤0.01%	1051
2024 Q2	$1.91M	Buy	37,383 +2,026	+6%	+$103K	﹤0.01%	1134
2024 Q1	$1.82M	Buy	35,357 +2,455	+7%	+$126K	﹤0.01%	1165
2023 Q4	$1.7M	Buy	32,902 +21,199	+181%	+$1.05M	﹤0.01%	1131
2023 Q3	$572K	Sell	11,703 -626	-5%	-$31.4K	﹤0.01%	1692
2023 Q2	$625K	Buy	12,329 +6,598	+115%	+$335K	﹤0.01%	1593
2023 Q1	$292K	Sell	5,731 -66,141	-92%	-$3.36M	﹤0.01%	2089
2022 Q4	$3.6M	Buy	71,872 +32,039	+80%	+$1.59M	0.01%	716
2022 Q3	$1.94M	Sell	39,833 -11,903	-23%	-$605K	0.01%	781
2022 Q2	$2.62M	Buy	51,736 +16,469	+47%	+$844K	0.01%	636
2022 Q1	$1.87M	Sell	35,267 -12,822	-27%	-$706K	0.01%	736
2021 Q4	$2.74M	Buy	+48,089	New	+$2.73M	0.01%	580
2021 Q3	–	Sell	-23,093	Closed	-$1.32M	–	1003
2021 Q2	$1.32M	Hold	23,093	–	–	0.01%	598
2021 Q1	$1.3M	Buy	23,093 +2,075	+10%	+$118K	0.01%	547
2020 Q4	$1.19M	Buy	+21,018	New	+$1.18M	0.01%	528

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

Mariner's FMB Position: Q2 2026 in Review

Mariner increased its First Trust Managed Municipal ETF (FMB) stake by 1.6% in Q2 2026, buying an estimated $55.3K and bringing the position to 68,562 shares worth $3.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Mariner first reported a position in FMB in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.78M in Q1 2025. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Mariner held 68,562 shares of First Trust Managed Municipal ETF worth $3.52M as of Q2 2026.
Mariner bought 1,081 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $55.3K.
First Trust Managed Municipal ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1200 holding.
Mariner first reported a position in First Trust Managed Municipal ETF in Q4 2020 and has held it in 22 quarters since.
Mariner's First Trust Managed Municipal ETF position peaked at $3.78M in Q1 2025.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.