Marshall Investment Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Marshall Investment Management’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	$48.1K	Buy	936 +9	+1%	+$460	0.02%	131
2026 Q1	$47K	Buy	+927	New	+$47.7K	0.02%	122
2025 Q4	–	Sell	-5,536	Closed	-$281K	–	77
2025 Q3	$281K	Buy	+5,536	New	+$277K	0.15%	63
2025 Q2	–	Sell	-5,516	Closed	-$278K	–	86
2025 Q1	$278K	Buy	5,516 +90	+2%	+$4.59K	0.17%	61
2024 Q4	$282K	Buy	+5,426	New	+$279K	0.17%	60

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

Marshall Investment Management's FMB Position: Q2 2026 in Review

Marshall Investment Management increased its First Trust Managed Municipal ETF (FMB) stake by 0.97% in Q2 2026, buying an estimated $460 and bringing the position to 936 shares worth $48.1K. The position accounts for 0.02% of the portfolio, ranked #131.

Marshall Investment Management first reported a position in FMB in Q4 2024 and has held it in 5 quarters since. The position peaked at $282K in Q4 2024. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Marshall Investment Management held 936 shares of First Trust Managed Municipal ETF worth $48.1K as of Q2 2026.
Marshall Investment Management bought 9 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $460.
First Trust Managed Municipal ETF made up 0.02% of Marshall Investment Management's portfolio in Q2 2026, its #131 holding.
Marshall Investment Management first reported a position in First Trust Managed Municipal ETF in Q4 2024 and has held it in 5 quarters since.
Marshall Investment Management's First Trust Managed Municipal ETF position peaked at $282K in Q4 2024.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.