Southland Equity Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

Southland Equity 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	$834K	Hold	16,238	–	–	0.15%	112
2026 Q1	$823K	Sell	16,238 -230	-1%	-$11.8K	0.16%	107
2025 Q4	$842K	Sell	16,468 -3,678	-18%	-$188K	0.17%	104
2025 Q3	$1.02M	Hold	20,146	–	–	0.21%	85
2025 Q2	$1M	Hold	20,146	–	–	0.22%	77
2025 Q1	$1.02M	Hold	20,146	–	–	0.24%	77
2024 Q4	$1.03M	Sell	20,146 -29,468	-59%	-$1.52M	0.24%	74
2024 Q3	$2.58M	Sell	49,614 -291	-0.6%	-$15K	0.63%	36
2024 Q2	$2.55M	Buy	49,905 +16,075	+48%	+$820K	0.73%	29
2024 Q1	$1.74M	Buy	33,830 +6,888	+26%	+$354K	0.49%	38
2023 Q4	$1.39M	Sell	26,942 -227	-0.8%	-$11.3K	0.44%	40
2023 Q3	$1.33M	Hold	27,169	–	–	0.46%	40
2023 Q2	$1.38M	Buy	27,169 +1,833	+7%	+$93K	0.46%	40
2023 Q1	$1.29M	Buy	25,336 +457	+2%	+$23.2K	0.51%	39
2022 Q4	$1.25M	Hold	24,879	–	–	0.48%	36
2022 Q3	$1.21M	Hold	24,879	–	–	0.6%	35
2022 Q2	$1.26M	Sell	24,879 -2,228	-8%	-$114K	0.57%	36
2022 Q1	$1.44M	Sell	27,107 -3,983	-13%	-$219K	0.6%	32
2021 Q4	$1.77M	Hold	31,090	–	–	0.73%	27
2021 Q3	$1.77M	Buy	31,090 +1,811	+6%	+$104K	0.81%	25
2021 Q2	$1.68M	Sell	29,279 -4,100	-12%	-$234K	0.79%	27
2021 Q1	$1.88M	Buy	33,379 +7,597	+29%	+$431K	1.07%	19
2020 Q4	$1.46M	Buy	+25,782	New	+$1.44M	0.99%	24

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

Southland Equity Partners's FMB Position: Q2 2026 in Review

Southland Equity Partners held its First Trust Managed Municipal ETF (FMB) position steady in Q2 2026 at 16,238 shares worth $834K. The position accounts for 0.15% of the portfolio, ranked #112.

Southland Equity Partners first reported a position in FMB in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.58M in Q3 2024. 43 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Southland Equity Partners held 16,238 shares of First Trust Managed Municipal ETF worth $834K as of Q2 2026.
Southland Equity Partners left its First Trust Managed Municipal ETF share count unchanged in Q2 2026.
First Trust Managed Municipal ETF made up 0.15% of Southland Equity Partners's portfolio in Q2 2026, its #112 holding.
Southland Equity Partners first reported a position in First Trust Managed Municipal ETF in Q4 2020 and has held it in 23 quarters since.
Southland Equity Partners's First Trust Managed Municipal ETF position peaked at $2.58M in Q3 2024.
43 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.