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

Medallion Wealth 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	–	Sell	-1,958	Closed	-$99.2K	–	1254
2026 Q1	$99.2K	Buy	1,958 +17	+0.9%	+$874	0.03%	358
2025 Q4	$99.2K	Buy	1,941 +17	+0.9%	+$869	0.03%	360
2025 Q3	$97.6K	Buy	1,924 +16	+0.8%	+$800	0.03%	358
2025 Q2	$95.2K	Sell	1,908 -73	-4%	-$3.63K	0.04%	359
2025 Q1	$100K	Buy	1,981 +15	+0.8%	+$765	0.05%	308
2024 Q4	$100K	Buy	+1,966	New	+$101K	0.05%	296

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

Medallion Wealth Advisors's FMB Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q2 2026, closing a stake of 1,958 shares — an estimated $99.2K sold.

Medallion Wealth Advisors first reported a position in FMB in Q4 2024 and held it in 6 quarters. The position peaked at $100K in Q1 2025. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Medallion Wealth Advisors reported no remaining First Trust Managed Municipal ETF position as of Q2 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 1,958 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $99.2K.
Medallion Wealth Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2024 and held it in 6 quarters.
Medallion Wealth Advisors's First Trust Managed Municipal ETF position peaked at $100K in Q1 2025.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.