MFG
FMB icon

Merit Financial Group’s First Trust Managed Municipal ETF FMB Stock Holding History

Merit Financial Group’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 		$820K Sell
15,971
-21,154
-57% -$1.08M 0.01% 1192
2026
Q1 		$1.88M Buy
37,125
+6,377
+21% +$328K 0.01% 703
2025
Q4 		$1.57M Buy
+30,748
New +$1.57M 0.01% 737

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
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 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
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 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

Merit Financial Group's FMB Position: Q2 2026 in Review

Merit Financial Group reduced its First Trust Managed Municipal ETF (FMB) stake by 57% in Q2 2026, selling an estimated $1.08M and leaving 15,971 shares worth $820K. The position accounts for 0.01% of the portfolio, ranked #1192.

Merit Financial Group first reported a position in FMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.88M in Q1 2026. 50 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Merit Financial Group held 15,971 shares of First Trust Managed Municipal ETF worth $820K as of Q2 2026.
  • Merit Financial Group sold 21,154 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $1.08M.
  • First Trust Managed Municipal ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1192 holding.
  • Merit Financial Group first reported a position in First Trust Managed Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • Merit Financial Group's First Trust Managed Municipal ETF position peaked at $1.88M in Q1 2026.
  • 50 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.