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Proactive Wealth Strategies’s First Trust Managed Municipal ETF FMB Stock Holding History

Proactive Wealth Strategies’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 		$300K Buy
5,843
+52
+0.9% +$2.66K 0.05% 188
2026
Q1 		$293K Buy
+5,791
New +$298K 0.06% 180
2024
Q4 		– Sell
-5,499
Closed -$286K – 132
2024
Q3 		$286K Buy
+5,499
New +$284K 0.16% 103

Other funds holding FMB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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 22.96% 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

Proactive Wealth Strategies's FMB Position: Q2 2026 in Review

Proactive Wealth Strategies increased its First Trust Managed Municipal ETF (FMB) stake by 0.9% in Q2 2026, buying an estimated $2.66K and bringing the position to 5,843 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #188.

Proactive Wealth Strategies first reported a position in FMB in Q3 2024 and has held it in 3 quarters since. 210 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Proactive Wealth Strategies held 5,843 shares of First Trust Managed Municipal ETF worth $300K as of Q2 2026.
  • Proactive Wealth Strategies bought 52 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $2.66K.
  • First Trust Managed Municipal ETF made up 0.05% of Proactive Wealth Strategies's portfolio in Q2 2026, its #188 holding.
  • Proactive Wealth Strategies first reported a position in First Trust Managed Municipal ETF in Q3 2024 and has held it in 3 quarters since.
  • 210 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.