SFS
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Sowell Financial Services’s First Trust Managed Municipal ETF FMB Stock Holding History

Sowell Financial Services’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 		$1.23M Buy
24,002
+97
+0.4% +$4.96K 0.04% 411
2026
Q1 		$1.21M Buy
23,905
+94
+0.4% +$4.83K 0.04% 399
2025
Q4 		$1.22M Buy
23,811
+88
+0.4% +$4.5K 0.04% 389
2025
Q3 		$1.2M Buy
23,723
+89
+0.4% +$4.45K 0.05% 384
2025
Q2 		$1.18M Buy
23,634
+69
+0.3% +$3.43K 0.05% 370
2025
Q1 		$1.19M Buy
23,565
+56
+0.2% +$2.86K 0.05% 345
2024
Q4 		$1.2M Buy
+23,509
New +$1.21M 0.06% 287
2022
Q2 		– Sell
-22,070
Closed -$556K – 302
2022
Q1 		$556K Buy
+22,070
New +$1.21M 0.1% 128
2021
Q2 		– Sell
-6,020
Closed -$343K – 1286
2021
Q1 		$343K Buy
6,020
+13
+0.2% +$737 0.01% 784
2020
Q4 		$341K Buy
6,007
+9
+0.2% +$504 0.01% 644
2020
Q3 		$334K Buy
5,998
+14
+0.2% +$781 0.02% 578
2020
Q2 		$329K Buy
5,984
+10
+0.2% +$538 0.02% 568
2020
Q1 		$323K Buy
5,974
+4,012
+204% +$223K 0.02% 520
2019
Q4 		$109K Sell
1,962
-43,484
-96% -$2.41M 0.01% 894
2019
Q3 		$2.52M Buy
+45,446
New +$2.52M 0.21% 102
2017
Q1 		– Sell
-100
Closed -$5K – 364
2016
Q4 		$5K Buy
+100
New +$5.23K ﹤0.01% 535

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
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 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
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 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

Sowell Financial Services's FMB Position: Q2 2026 in Review

Sowell Financial Services increased its First Trust Managed Municipal ETF (FMB) stake by 0.41% in Q2 2026, buying an estimated $4.96K and bringing the position to 24,002 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #411.

Sowell Financial Services first reported a position in FMB in Q4 2016 and has held it in 16 quarters since. The position peaked at $2.52M in Q3 2019. 49 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Sowell Financial Services held 24,002 shares of First Trust Managed Municipal ETF worth $1.23M as of Q2 2026.
  • Sowell Financial Services bought 97 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $4.96K.
  • First Trust Managed Municipal ETF made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #411 holding.
  • Sowell Financial Services first reported a position in First Trust Managed Municipal ETF in Q4 2016 and has held it in 16 quarters since.
  • Sowell Financial Services's First Trust Managed Municipal ETF position peaked at $2.52M in Q3 2019.
  • 49 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.