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

Sequoia 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	$6.89M	Sell	134,195 -6,925	-5%	-$354K	0.03%	287
2026 Q1	$7.15M	Sell	141,120 -14,208	-9%	-$730K	0.04%	261
2025 Q4	$7.94M	Sell	155,328 -7,737	-5%	-$395K	0.04%	237
2025 Q3	$8.27M	Sell	163,065 -64,299	-28%	-$3.21M	0.05%	222
2025 Q2	$11.3M	Sell	227,364 -26,454	-10%	-$1.32M	0.08%	178
2025 Q1	$12.8M	Sell	253,818 -58,954	-19%	-$3.01M	0.1%	169
2024 Q4	$16M	Sell	312,772 -41,823	-12%	-$2.15M	0.15%	134
2024 Q3	$18.4M	Sell	354,595 -670,122	-65%	-$34.6M	0.2%	102
2024 Q2	$52.3M	Buy	1,024,717 +37,199	+4%	+$1.9M	0.63%	32
2024 Q1	$50.7M	Buy	987,518 +84,095	+9%	+$4.33M	0.63%	30
2023 Q4	$46.7M	Buy	903,423 +156,465	+21%	+$7.78M	0.58%	33
2023 Q3	$36.5M	Buy	746,958 +2,699	+0.4%	+$136K	0.64%	34
2023 Q2	$37.7M	Sell	744,259 -9,351	-1%	-$474K	0.65%	33
2023 Q1	$38.4M	Buy	753,610 +51,762	+7%	+$2.63M	0.85%	23
2022 Q4	$35.2M	Buy	701,848 +120,907	+21%	+$5.99M	0.86%	22
2022 Q3	$28.3M	Buy	580,941 +23,578	+4%	+$1.2M	0.89%	23
2022 Q2	$28.2M	Buy	557,363 +67,513	+14%	+$3.46M	0.8%	23
2022 Q1	$26M	Buy	489,850 +476,427	+3,549%	+$26.2M	0.65%	27
2021 Q4	$765K	Buy	+13,423	New	+$763K	0.02%	262

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

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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its First Trust Managed Municipal ETF (FMB) stake by 4.9% in Q2 2026, selling an estimated $354K and leaving 134,195 shares worth $6.89M. The position accounts for 0.03% of the portfolio, ranked #287.

Sequoia Financial Advisors first reported a position in FMB in Q4 2021 and has held it in 19 quarters since. The position peaked at $52.3M in Q2 2024. 43 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Sequoia Financial Advisors held 134,195 shares of First Trust Managed Municipal ETF worth $6.89M as of Q2 2026.
Sequoia Financial Advisors sold 6,925 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $354K.
First Trust Managed Municipal ETF made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #287 holding.
Sequoia Financial Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2021 and has held it in 19 quarters since.
Sequoia Financial Advisors's First Trust Managed Municipal ETF position peaked at $52.3M in Q2 2024.
43 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

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