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

Sovran 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	$505K	Buy	10,009 +669	+7%	+$34.2K	0.04%	381
2026 Q1	$477K	Buy	9,340 +780	+9%	+$40.1K	0.04%	374
2025 Q4	$440K	Sell	8,560 -207	-2%	-$10.6K	0.04%	374
2025 Q3	$449K	Buy	8,767 +560	+7%	+$28K	0.04%	356
2025 Q2	$409K	Sell	8,207 -143	-2%	-$7.11K	0.04%	342
2025 Q1	$414K	Sell	8,350 -1,643	-16%	-$83.8K	0.05%	323
2024 Q4	$506K	Buy	+9,993	New	+$514K	0.07%	255

Other funds holding FMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sovran Advisors's FMB Position: Q2 2026 in Review

Sovran Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 7.2% in Q2 2026, buying an estimated $34.2K and bringing the position to 10,009 shares worth $505K. The position accounts for 0.04% of the portfolio, ranked #381.

Sovran Advisors first reported a position in FMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $506K in Q4 2024. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Sovran Advisors held 10,009 shares of First Trust Managed Municipal ETF worth $505K as of Q2 2026.
Sovran Advisors bought 669 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $34.2K.
First Trust Managed Municipal ETF made up 0.04% of Sovran Advisors's portfolio in Q2 2026, its #381 holding.
Sovran Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's First Trust Managed Municipal ETF position peaked at $506K in Q4 2024.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.