SWM
FMB icon

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

SeaCrest 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 		– Sell
-5,711
Closed -$289K – 589
2026
Q1 		$289K Sell
5,711
-200
-3% -$10.3K 0.03% 482
2025
Q4 		$304K Sell
5,911
-992
-14% -$50.7K 0.03% 460
2025
Q3 		$351K Sell
6,903
-800
-10% -$40K 0.04% 420
2025
Q2 		$384K Sell
7,703
-1,300
-14% -$64.7K 0.04% 387
2025
Q1 		$454K Sell
9,003
-2,144
-19% -$109K 0.05% 356
2024
Q4 		$569K Sell
11,147
-990
-8% -$50.9K 0.06% 304
2024
Q3 		$631K Hold
12,137
– – 0.07% 291
2024
Q2 		$620K Hold
12,137
– – 0.07% 272
2024
Q1 		$623K Sell
12,137
-472
-4% -$24.3K 0.08% 269
2023
Q4 		$650K Buy
12,609
+453
+4% +$22.5K 0.08% 259
2023
Q3 		$594K Buy
12,156
+2
+0% +$100 0.08% 268
2023
Q2 		$616K Buy
12,154
+2
+0% +$101 0.08% 268
2023
Q1 		$619K Buy
12,152
+2
+0% +$102 0.08% 269
2022
Q4 		$609K Buy
12,150
+397
+3% +$19.7K 0.09% 270
2022
Q3 		$573K Sell
11,753
-392
-3% -$19.9K 0.09% 259
2022
Q2 		$615K Sell
12,145
-1,547
-11% -$79.3K 0.08% 265
2022
Q1 		$726K Sell
13,692
-1,081
-7% -$59.5K 0.08% 252
2021
Q4 		$842K Sell
14,773
-1,618
-10% -$91.9K 0.09% 219
2021
Q3 		$931K Hold
16,391
– – 0.11% 195
2021
Q2 		$939K Hold
16,391
– – 0.11% 197
2021
Q1 		$925K Buy
16,391
+1,410
+9% +$80K 0.12% 189
2020
Q4 		$850K Buy
14,981
+1,562
+12% +$87.5K 0.12% 181
2020
Q3 		$746K Hold
13,419
– – 0.12% 186
2020
Q2 		$738K Buy
13,419
+1,830
+16% +$98.5K 0.13% 180
2020
Q1 		$627K Buy
11,589
+2,315
+25% +$129K 0.13% 173
2019
Q4 		$515K Buy
+9,274
New +$514K 0.09% 274

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of First Trust Managed Municipal ETF (FMB) in Q2 2026, closing a stake of 5,711 shares — an estimated $289K sold.

SeaCrest Wealth Management first reported a position in FMB in Q4 2019 and held it in 26 quarters. The position peaked at $939K in Q2 2021. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • SeaCrest Wealth Management reported no remaining First Trust Managed Municipal ETF position as of Q2 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 5,711 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $289K.
  • SeaCrest Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2019 and held it in 26 quarters.
  • SeaCrest Wealth Management's First Trust Managed Municipal ETF position peaked at $939K in Q2 2021.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.