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

Pure Financial 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	$422K	Hold	8,219	–	–	0.01%	411
2026 Q1	$416K	Hold	8,219	–	–	0.01%	375
2025 Q4	$420K	Hold	8,219	–	–	0.01%	347
2025 Q3	$417K	Hold	8,219	–	–	0.01%	342
2025 Q2	$409K	Buy	+8,219	New	+$409K	0.01%	328

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

Pure Financial Advisors's FMB Position: Q2 2026 in Review

Pure Financial Advisors held its First Trust Managed Municipal ETF (FMB) position steady in Q2 2026 at 8,219 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #411.

Pure Financial Advisors first reported a position in FMB in Q2 2025 and has held it in 5 quarters since. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Pure Financial Advisors held 8,219 shares of First Trust Managed Municipal ETF worth $422K as of Q2 2026.
Pure Financial Advisors left its First Trust Managed Municipal ETF share count unchanged in Q2 2026.
First Trust Managed Municipal ETF made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #411 holding.
Pure Financial Advisors first reported a position in First Trust Managed Municipal ETF in Q2 2025 and has held it in 5 quarters since.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.