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

Scissortail 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	$1.17M	Buy	22,773 +4,134	+22%	+$211K	0.23%	68
2026 Q1	$944K	Buy	+18,639	New	+$958K	0.19%	71
2022 Q4	–	Sell	-47,468	Closed	-$2.31M	–	136
2022 Q3	$2.31M	Buy	47,468 +21,996	+86%	+$1.12M	1.2%	32
2022 Q2	$1.45M	Sell	25,472 -21,662	-46%	-$1.11M	0.56%	45
2022 Q1	$2.42M	Buy	47,134 +21,662	+85%	+$1.19M	1.19%	31
2021 Q4	$1.45M	Buy	+25,472	New	+$1.45M	0.56%	45

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

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

Scissortail Wealth Management increased its First Trust Managed Municipal ETF (FMB) stake by 22% in Q2 2026, buying an estimated $211K and bringing the position to 22,773 shares worth $1.17M. The position accounts for 0.23% of the portfolio, ranked #68.

Scissortail Wealth Management first reported a position in FMB in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.42M in Q1 2022. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Scissortail Wealth Management held 22,773 shares of First Trust Managed Municipal ETF worth $1.17M as of Q2 2026.
Scissortail Wealth Management bought 4,134 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $211K.
First Trust Managed Municipal ETF made up 0.23% of Scissortail Wealth Management's portfolio in Q2 2026, its #68 holding.
Scissortail Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2021 and has held it in 6 quarters since.
Scissortail Wealth Management's First Trust Managed Municipal ETF position peaked at $2.42M in Q1 2022.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.