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Peterson Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Peterson Wealth Management’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 		– Hold
0
– – – 184
2024
Q2 		– Sell
-8,355
Closed -$429K – 53
2024
Q1 		$429K Sell
8,355
-652
-7% -$33.6K 0.31% 48
2023
Q4 		$465K Sell
9,007
-12,793
-59% -$636K 0.42% 43
2023
Q3 		$1.07M Sell
21,800
-6,071
-22% -$305K 0.88% 30
2023
Q2 		$1.41M Buy
27,871
+5,192
+23% +$263K 1.12% 24
2023
Q1 		$1.16M Sell
22,679
-823
-4% -$41.8K 1.11% 28
2022
Q4 		$1.18M Sell
23,502
-1,387
-6% -$68.8K 1.2% 25
2022
Q3 		$1.21M Buy
24,889
+884
+4% +$44.9K 1.13% 26
2022
Q2 		$1.22M Sell
24,005
-10,048
-30% -$515K 1.57% 21
2022
Q1 		$1.81M Buy
34,053
+14,360
+73% +$790K 1.21% 25
2021
Q4 		$1.12M Buy
19,693
+2,161
+12% +$123K 0.75% 39
2021
Q3 		$995K Sell
17,532
-413
-2% -$23.7K 0.77% 39
2021
Q2 		$1.03M Buy
17,945
+7,259
+68% +$414K 0.8% 41
2021
Q1 		$603K Buy
10,686
+4,610
+76% +$261K 0.51% 37
2020
Q4 		$345K Buy
6,076
+882
+17% +$49.4K 0.28% 40
2020
Q3 		$289K Buy
5,194
+623
+14% +$34.7K 0.26% 39
2020
Q2 		$251K Buy
4,571
+460
+11% +$24.8K 0.25% 42
2020
Q1 		$222K Sell
4,111
-405
-9% -$22.5K 0.27% 41
2019
Q4 		$253K Buy
+4,516
New +$250K 0.23% 38

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Peterson Wealth Management's FMB Position: Q2 2026 in Review

Peterson Wealth Management held its First Trust Managed Municipal ETF (FMB) position steady in Q2 2026 at 0 shares worth $15. The position accounts for ﹤0.01% of the portfolio, ranked #184.

Peterson Wealth Management first reported a position in FMB in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.81M in Q1 2022. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Peterson Wealth Management held 0 shares of First Trust Managed Municipal ETF worth $15 as of Q2 2026.
  • Peterson Wealth Management left its First Trust Managed Municipal ETF share count unchanged in Q2 2026.
  • First Trust Managed Municipal ETF made up ﹤0.01% of Peterson Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Peterson Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2019 and has held it in 18 quarters since.
  • Peterson Wealth Management's First Trust Managed Municipal ETF position peaked at $1.81M in Q1 2022.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.