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

Naples Global 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	$406K	Buy	+7,900	New	+$404K	0.03%	368

Other funds holding FMB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $237M AUM

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return

Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Naples Global Advisors's FMB Position: Q2 2026 in Review

Naples Global Advisors opened a new position in First Trust Managed Municipal ETF (FMB) in Q2 2026: 7,900 shares worth $406K. The stake represents 0.03% of the portfolio and ranks #368 among its holdings.

88 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Naples Global Advisors held 7,900 shares of First Trust Managed Municipal ETF worth $406K as of Q2 2026.
First Trust Managed Municipal ETF was a new Naples Global Advisors position in Q2 2026.
First Trust Managed Municipal ETF made up 0.03% of Naples Global Advisors's portfolio in Q2 2026, its #368 holding.
88 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.