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

Purus 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	$215K	Sell	4,179 -125	-3%	-$6.39K	0.06%	162
2026 Q1	$218K	Sell	4,304 -159	-4%	-$8.17K	0.07%	149
2025 Q4	$228K	Sell	4,463 -931	-17%	-$47.6K	0.07%	136
2025 Q3	$274K	Sell	5,394 -759	-12%	-$37.9K	0.09%	114
2025 Q2	$307K	Sell	6,153 -38	-0.6%	-$1.89K	0.11%	106
2025 Q1	$312K	Sell	6,191 -130	-2%	-$6.63K	0.13%	92
2024 Q4	$322K	Sell	6,321 -120	-2%	-$6.17K	0.13%	89
2024 Q3	$335K	Sell	6,441 -117	-2%	-$6.04K	0.14%	87
2024 Q2	$335K	Sell	6,558 -21	-0.3%	-$1.07K	0.15%	82
2024 Q1	$338K	Sell	6,579 -63	-0.9%	-$3.24K	0.17%	81
2023 Q4	$343K	Sell	6,642 -1,833	-22%	-$91.2K	0.2%	81
2023 Q3	$414K	Sell	8,475 -101	-1%	-$5.07K	0.28%	68
2023 Q2	$435K	Sell	8,576 -35	-0.4%	-$1.77K	0.28%	70
2023 Q1	$439K	Buy	8,611 +728	+9%	+$37K	0.35%	64
2022 Q4	$395K	Sell	7,883 -4	-0.1%	-$198	0.36%	65
2022 Q3	$384K	Buy	+7,887	New	+$401K	0.35%	65
2022 Q1	–	Sell	-10,511	Closed	-$599K	–	119
2021 Q4	$599K	Buy	10,511 +133	+1%	+$7.55K	0.38%	64
2021 Q3	$589K	Buy	10,378 +146	+1%	+$8.38K	0.41%	53
2021 Q2	$586K	Buy	10,232 +200	+2%	+$11.4K	0.42%	51
2021 Q1	$566K	Buy	10,032 +197	+2%	+$11.2K	0.48%	49
2020 Q4	$558K	Buy	+9,835	New	+$551K	0.5%	45

Other funds holding FMB

TBF

True Blue Financial Stevensville, Michigan $237M AUM

FHC

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

SFA

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

CAMG

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

CTB

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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

VPWL

VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

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

Purus Wealth Management reduced its First Trust Managed Municipal ETF (FMB) stake by 2.9% in Q2 2026, selling an estimated $6.39K and leaving 4,179 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #162.

Purus Wealth Management first reported a position in FMB in Q4 2020 and has held it in 21 quarters since. The position peaked at $599K in Q4 2021. 43 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Purus Wealth Management held 4,179 shares of First Trust Managed Municipal ETF worth $215K as of Q2 2026.
Purus Wealth Management sold 125 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $6.39K.
First Trust Managed Municipal ETF made up 0.06% of Purus Wealth Management's portfolio in Q2 2026, its #162 holding.
Purus Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2020 and has held it in 21 quarters since.
Purus Wealth Management's First Trust Managed Municipal ETF position peaked at $599K in Q4 2021.
43 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

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