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 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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

ShoreHaven Wealth Partners's FMB Position: Q2 2026 in Review

ShoreHaven Wealth Partners increased its First Trust Managed Municipal ETF (FMB) stake by 9.9% in Q2 2026, buying an estimated $37.3K and bringing the position to 8,109 shares worth $417K. The position accounts for 0.13% of the portfolio, ranked #76.

ShoreHaven Wealth Partners first reported a position in FMB in Q4 2020 and has held it in 17 quarters since. The position peaked at $3.65M in Q1 2021. 43 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

ShoreHaven Wealth Partners held 8,109 shares of First Trust Managed Municipal ETF worth $417K as of Q2 2026.
ShoreHaven Wealth Partners bought 730 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $37.3K.
First Trust Managed Municipal ETF made up 0.13% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #76 holding.
ShoreHaven Wealth Partners first reported a position in First Trust Managed Municipal ETF in Q4 2020 and has held it in 17 quarters since.
ShoreHaven Wealth Partners's First Trust Managed Municipal ETF position peaked at $3.65M in Q1 2021.
43 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.