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Patriot Financial Group Insurance Agency’s First Trust Managed Municipal ETF FMB Stock Holding History

Patriot Financial Group Insurance Agency’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 		$400K Sell
7,782
-7,782
-50% -$398K 0.04% 345
2026
Q1 		$788K Buy
15,564
+7,782
+100% +$400K 0.04% 340
2025
Q4 		$398K Hold
7,782
– – 0.05% 327
2025
Q3 		$395K Hold
7,782
– – 0.05% 330
2025
Q2 		$388K Hold
7,782
– – 0.04% 356
2025
Q1 		$392K Hold
7,782
– – 0.05% 338
2024
Q4 		$397K Hold
7,782
– – 0.05% 320
2024
Q3 		$404K Hold
7,782
– – 0.05% 324
2024
Q2 		$397K Hold
7,782
– – 0.06% 310
2024
Q1 		$400K Buy
+7,782
New +$400K 0.06% 306
2023
Q3 		– Sell
-4,460
Closed -$226K – 471
2023
Q2 		$226K Hold
4,460
– – 0.04% 405
2023
Q1 		$227K Sell
4,460
-293
-6% -$14.9K 0.05% 392
2022
Q4 		$238K Sell
4,753
-899
-16% -$44.6K 0.03% 359
2022
Q3 		$275K Buy
5,652
+3
+0.1% +$152 0.07% 316
2022
Q2 		$286K Buy
5,649
+792
+16% +$40.6K 0.06% 313
2022
Q1 		$258K Sell
4,857
-238
-5% -$13.1K 0.05% 363
2021
Q4 		$290K Buy
5,095
+170
+3% +$9.66K 0.05% 362
2021
Q3 		$280K Sell
4,925
-262
-5% -$15K 0.05% 356
2021
Q2 		$297K Buy
5,187
+250
+5% +$14.3K 0.05% 339
2021
Q1 		$279K Buy
4,937
+184
+4% +$10.4K 0.06% 305
2020
Q4 		$270K Sell
4,753
-634
-12% -$35.5K 0.07% 279
2020
Q3 		$300K Buy
5,387
+1,036
+24% +$57.8K 0.1% 199
2020
Q2 		$239K Buy
4,351
+1,985
+84% +$107K 0.09% 205
2020
Q1 		$128K Buy
2,366
+568
+32% +$31.6K 0.06% 284
2019
Q4 		$100K Buy
1,798
+236
+15% +$13.1K 0.04% 340
2019
Q3 		$87K Sell
1,562
-797
-34% -$44.2K 0.04% 333
2019
Q2 		$129K Buy
2,359
+323
+16% +$17.5K 0.06% 266
2019
Q1 		$110K Buy
+2,036
New +$108K 0.06% 254

Other funds holding FMB

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.17B AUM 23.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FMB Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its First Trust Managed Municipal ETF (FMB) stake by 50% in Q2 2026, selling an estimated $398K and leaving 7,782 shares worth $400K. The position accounts for 0.04% of the portfolio, ranked #345.

Patriot Financial Group Insurance Agency first reported a position in FMB in Q1 2019 and has held it in 28 quarters since. The position peaked at $788K in Q1 2026. 156 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 7,782 shares of First Trust Managed Municipal ETF worth $400K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 7,782 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $398K.
  • First Trust Managed Municipal ETF made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #345 holding.
  • Patriot Financial Group Insurance Agency first reported a position in First Trust Managed Municipal ETF in Q1 2019 and has held it in 28 quarters since.
  • Patriot Financial Group Insurance Agency's First Trust Managed Municipal ETF position peaked at $788K in Q1 2026.
  • 156 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.