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

Mutual 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	$3.48M	Buy	67,769 +1,375	+2%	+$70.3K	0.07%	286
2026 Q1	$3.36M	Buy	66,394 +5,497	+9%	+$283K	0.07%	261
2025 Q4	$3.11M	Buy	60,897 +26,163	+75%	+$1.34M	0.07%	270
2025 Q3	$1.78M	Sell	34,734 -2,833	-8%	-$142K	0.04%	389
2025 Q2	$1.85M	Sell	37,567 -2,563	-6%	-$128K	0.05%	336
2025 Q1	$1.99M	Sell	40,130 -986	-2%	-$50.3K	0.06%	282
2024 Q4	$2.09M	Buy	41,116 +3,742	+10%	+$192K	0.06%	273
2024 Q3	$1.91M	Buy	37,374 +23	+0.1%	+$1.19K	0.06%	290
2024 Q2	$1.92M	Sell	37,351 -132	-0.4%	-$6.73K	0.06%	286
2024 Q1	$1.93M	Sell	37,483 -2,059	-5%	-$106K	0.06%	286
2023 Q4	$2.04M	Sell	39,542 -210	-0.5%	-$10.4K	0.07%	262
2023 Q3	$1.94M	Buy	39,752 +1,767	+5%	+$88.7K	0.08%	251
2023 Q2	$1.93M	Sell	37,985 -3,208	-8%	-$163K	0.07%	262
2023 Q1	$2.1M	Buy	41,193 +2,466	+6%	+$125K	0.09%	235
2022 Q4	$1.94M	Sell	38,727 -2,487	-6%	-$123K	0.09%	236
2022 Q3	$2.01M	Buy	41,214 +151	+0.4%	+$7.67K	0.1%	189
2022 Q2	$2.08M	Sell	41,063 -17,508	-30%	-$897K	0.14%	174
2022 Q1	$3.11M	Sell	58,571 -19,583	-25%	-$1.08M	0.17%	130
2021 Q4	$4.45M	Sell	78,154 -641	-0.8%	-$36.4K	0.24%	91
2021 Q3	$4.47M	Buy	78,795 +6,259	+9%	+$359K	0.26%	89
2021 Q2	$4.16M	Sell	72,536 -2,303	-3%	-$131K	0.25%	100
2021 Q1	$4.22M	Sell	74,839 -654	-0.9%	-$37.1K	0.29%	80
2020 Q4	$4.28M	Buy	75,493 +10,722	+17%	+$600K	0.32%	64
2020 Q3	$3.6M	Buy	64,771 +21,733	+50%	+$1.21M	0.31%	71
2020 Q2	$2.37M	Buy	43,038 +3,397	+9%	+$183K	0.23%	99
2020 Q1	$2.14M	Sell	39,641 -8,038	-17%	-$447K	0.29%	84
2019 Q4	$2.65M	Sell	47,679 -3,108	-6%	-$172K	0.28%	85
2019 Q3	$2.82M	Buy	50,787 +18,052	+55%	+$1M	0.37%	58
2019 Q2	$1.79M	Buy	32,735 +18,916	+137%	+$1.03M	0.23%	100
2019 Q1	$744K	Buy	+13,819	New	+$733K	0.11%	214

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

Mutual Advisors's FMB Position: Q2 2026 in Review

Mutual Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 2.1% in Q2 2026, buying an estimated $70.3K and bringing the position to 67,769 shares worth $3.48M. The position accounts for 0.07% of the portfolio, ranked #286.

Mutual Advisors first reported a position in FMB in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.47M in Q3 2021. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Mutual Advisors held 67,769 shares of First Trust Managed Municipal ETF worth $3.48M as of Q2 2026.
Mutual Advisors bought 1,375 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $70.3K.
First Trust Managed Municipal ETF made up 0.07% of Mutual Advisors's portfolio in Q2 2026, its #286 holding.
Mutual Advisors first reported a position in First Trust Managed Municipal ETF in Q1 2019 and has held it in 30 quarters since.
Mutual Advisors's First Trust Managed Municipal ETF position peaked at $4.47M in Q3 2021.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

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