Steward Partners Investment Advisory’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.57M | Sell |
108,351
-359
| -0.3% | -$18.4K | 0.03% | 525 |
|
|
2026
Q1 | $5.51M | Buy |
108,710
+68,958
| +173% | +$3.54M | 0.03% | 482 |
|
|
2025
Q4 | $2.03M | Buy |
39,752
+5,810
| +17% | +$297K | 0.01% | 780 |
|
|
2025
Q3 | $1.72M | Sell |
33,942
-5,141
| -13% | -$257K | 0.01% | 829 |
|
|
2025
Q2 | $1.95M | Sell |
39,083
-4,899
| -11% | -$244K | 0.02% | 734 |
|
|
2025
Q1 | $2.22M | Buy |
43,982
+5,171
| +13% | +$264K | 0.02% | 633 |
|
|
2024
Q4 | $1.98M | Buy |
38,811
+1,013
| +3% | +$52.1K | 0.02% | 640 |
|
|
2024
Q3 | $1.96M | Sell |
37,798
-10,018
| -21% | -$517K | 0.02% | 633 |
|
|
2024
Q2 | $2.44M | Sell |
47,816
-3,049
| -6% | -$156K | 0.03% | 522 |
|
|
2024
Q1 | $2.61M | Sell |
50,865
-2,017
| -4% | -$104K | 0.03% | 496 |
|
|
2023
Q4 | $2.73M | Sell |
52,882
-11,115
| -17% | -$553K | 0.04% | 426 |
|
|
2023
Q3 | $3.13M | Buy |
63,997
+2,233
| +4% | +$112K | 0.05% | 355 |
|
|
2023
Q2 | $3.13M | Buy |
61,764
+3,134
| +5% | +$159K | 0.05% | 363 |
|
|
2023
Q1 | $2.99M | Sell |
58,630
-13,062
| -18% | -$664K | 0.05% | 362 |
|
|
2022
Q4 | $3.59M | Sell |
71,692
-31,903
| -31% | -$1.58M | 0.06% | 315 |
|
|
2022
Q3 | $5.05M | Buy |
103,595
+19,885
| +24% | +$1.01M | 0.09% | 235 |
|
|
2022
Q2 | $4.24M | Sell |
83,710
-91,744
| -52% | -$4.7M | 0.08% | 265 |
|
|
2022
Q1 | $9.31M | Buy |
175,454
+21,156
| +14% | +$1.16M | 0.14% | 166 |
|
|
2021
Q4 | $8.79M | Buy |
154,298
+11,263
| +8% | +$640K | 0.13% | 174 |
|
|
2021
Q3 | $8.12M | Buy |
143,035
+17,958
| +14% | +$1.03M | 0.14% | 169 |
|
|
2021
Q2 | $7.16M | Buy |
125,077
+2,041
| +2% | +$116K | 0.12% | 180 |
|
|
2021
Q1 | $6.94M | Buy |
123,036
+12,050
| +11% | +$683K | 0.12% | 178 |
|
|
2020
Q4 | $6.3M | Buy |
110,986
+11,280
| +11% | +$632K | 0.14% | 162 |
|
|
2020
Q3 | $5.54M | Sell |
99,706
-22,591
| -18% | -$1.26M | 0.14% | 168 |
|
|
2020
Q2 | $6.73M | Buy |
122,297
+17,484
| +17% | +$941K | 0.19% | 133 |
|
|
2020
Q1 | $5.67M | Buy |
104,813
+52,976
| +102% | +$2.94M | 0.21% | 119 |
|
|
2019
Q4 | $2.88M | Buy |
51,837
+2,327
| +5% | +$129K | 0.09% | 240 |
|
|
2019
Q3 | $2.75M | Buy |
49,510
+7,133
| +17% | +$396K | 0.09% | 226 |
|
|
2019
Q2 | $2.32M | Buy |
42,377
+25,709
| +154% | +$1.4M | 0.09% | 235 |
|
|
2019
Q1 | $897K | Buy |
+16,668
| New | +$884K | 0.04% | 385 |
|
|
2018
Q4 | – | Sell |
-1,687
| Closed | -$88K | – | 1245 |
|
|
2018
Q3 | $88K | Buy |
1,687
+181
| +12% | +$9.53K | ﹤0.01% | 972 |
|
|
2018
Q2 | $79K | Buy |
1,506
+615
| +69% | +$32.3K | ﹤0.01% | 926 |
|
|
2018
Q1 | $46K | Sell |
891
-180
| -17% | -$9.5K | ﹤0.01% | 1034 |
|
|
2017
Q4 | $57K | Buy |
1,071
+850
| +385% | +$45.4K | ﹤0.01% | 789 |
|
|
2017
Q3 | $11K | Buy |
+221
| New | +$11.8K | ﹤0.01% | 1091 |
|
Other funds holding FMB
APP
OIA
Steward Partners Investment Advisory's FMB Position: Q2 2026 in Review
Steward Partners Investment Advisory reduced its First Trust Managed Municipal ETF (FMB) stake by 0.33% in Q2 2026, selling an estimated $18.4K and leaving 108,351 shares worth $5.57M. The position accounts for 0.03% of the portfolio, ranked #525.
Steward Partners Investment Advisory first reported a position in FMB in Q3 2017 and has held it in 35 quarters since. The position peaked at $9.31M in Q1 2022. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.
- Steward Partners Investment Advisory held 108,351 shares of First Trust Managed Municipal ETF worth $5.57M as of Q2 2026.
- Steward Partners Investment Advisory sold 359 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $18.4K.
- First Trust Managed Municipal ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #525 holding.
- Steward Partners Investment Advisory first reported a position in First Trust Managed Municipal ETF in Q3 2017 and has held it in 35 quarters since.
- Steward Partners Investment Advisory's First Trust Managed Municipal ETF position peaked at $9.31M in Q1 2022.
- 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.