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

Sanctuary 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	$5.35M	Buy	104,206 +973	+0.9%	+$49.8K	0.02%	581
2026 Q1	$5.23M	Sell	103,233 -509	-0.5%	-$26.2K	0.03%	551
2025 Q4	$5.3M	Sell	103,742 -1,368	-1%	-$69.9K	0.03%	532
2025 Q3	$5.33M	Buy	105,110 +2,587	+3%	+$129K	0.03%	512
2025 Q2	$5.11M	Buy	102,523 +11,106	+12%	+$553K	0.03%	499
2025 Q1	$4.61M	Buy	91,417 +12,131	+15%	+$619K	0.03%	485
2024 Q4	$4.05M	Buy	79,286 +2,368	+3%	+$122K	0.03%	580
2024 Q3	$3.95M	Buy	76,918 +6,123	+9%	+$316K	0.03%	586
2024 Q2	$3.59M	Buy	+70,795	New	+$3.61M	0.03%	575

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

Sanctuary Advisors's FMB Position: Q2 2026 in Review

Sanctuary Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 0.94% in Q2 2026, buying an estimated $49.8K and bringing the position to 104,206 shares worth $5.35M. The position accounts for 0.02% of the portfolio, ranked #581.

Sanctuary Advisors first reported a position in FMB in Q2 2024 and has held it in 9 quarters since. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Sanctuary Advisors held 104,206 shares of First Trust Managed Municipal ETF worth $5.35M as of Q2 2026.
Sanctuary Advisors bought 973 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $49.8K.
First Trust Managed Municipal ETF made up 0.02% of Sanctuary Advisors's portfolio in Q2 2026, its #581 holding.
Sanctuary Advisors first reported a position in First Trust Managed Municipal ETF in Q2 2024 and has held it in 9 quarters since.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.