ShoreHaven Wealth Partners
FMB icon

ShoreHaven Wealth Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

ShoreHaven Wealth Partners’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
Q3 		$364K Sell
7,609
-500
-6% -$25K 0.11% 79
2026
Q2 		$417K Buy
8,109
+730
+10% +$37.3K 0.13% 76
2026
Q1 		$374K Sell
7,379
-203
-3% -$10.4K 0.13% 79
2025
Q4 		$388K Buy
7,582
+342
+5% +$17.5K 0.14% 75
2025
Q3 		$367K Buy
7,240
+822
+13% +$41.1K 0.14% 77
2025
Q2 		$320K Buy
6,418
+491
+8% +$24.4K 0.13% 75
2025
Q1 		$299K Sell
5,927
-2,794
-32% -$143K 0.14% 76
2024
Q4 		$445K Sell
8,721
-950
-10% -$48.9K 0.21% 60
2024
Q3 		$503K Buy
9,671
+1,560
+19% +$80.5K 0.24% 56
2024
Q2 		$414K Buy
8,111
+1,302
+19% +$66.4K 0.22% 57
2024
Q1 		$350K Buy
6,809
+1,125
+20% +$57.9K 0.19% 61
2023
Q4 		$294K Sell
5,684
-737
-11% -$36.7K 0.18% 64
2023
Q3 		$314K Buy
+6,421
New +$322K 0.22% 55
2022
Q4 		– Sell
-7,507
Closed -$365K – 77
2022
Q3 		$365K Buy
7,507
+920
+14% +$46.7K 0.28% 53
2022
Q2 		$333K Buy
+6,587
New +$338K 0.24% 58
2021
Q3 		– Sell
-14,428
Closed -$826K – 52
2021
Q2 		$826K Sell
14,428
-50,276
-78% -$2.87M 0.44% 30
2021
Q1 		$3.65M Buy
64,704
+2,448
+4% +$139K 1.98% 17
2020
Q4 		$3.53M Buy
+62,256
New +$3.49M 1.98% 19

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ShoreHaven Wealth Partners's FMB Position: Q3 2026 in Review

ShoreHaven Wealth Partners reduced its First Trust Managed Municipal ETF (FMB) stake by 6.2% in Q3 2026, selling an estimated $25K and leaving 7,609 shares worth $364K. The position accounts for 0.11% of the portfolio, ranked #79.

ShoreHaven Wealth Partners first reported a position in FMB in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.65M in Q1 2021. 85 funds tracked by Wall St. Rank hold FMB as of Q3 2026.

  • ShoreHaven Wealth Partners held 7,609 shares of First Trust Managed Municipal ETF worth $364K as of Q3 2026.
  • ShoreHaven Wealth Partners sold 500 First Trust Managed Municipal ETF shares in Q3 2026, an estimated $25K.
  • First Trust Managed Municipal ETF made up 0.11% of ShoreHaven Wealth Partners's portfolio in Q3 2026, its #79 holding.
  • ShoreHaven Wealth Partners first reported a position in First Trust Managed Municipal ETF in Q4 2020 and has held it in 18 quarters since.
  • ShoreHaven Wealth Partners's First Trust Managed Municipal ETF position peaked at $3.65M in Q1 2021.
  • 85 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.