Stonehaven Wealth & Tax Solutions’s First Trust Managed Municipal ETF FMB Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$1.52M	Buy	29,538 +1,723	+6%	+$88.1K	1.22%	20
2026 Q1	$1.41M	Buy	27,815 +7,919	+40%	+$407K	1.25%	21
2025 Q4	$1.02M	Buy	19,896 +15,096	+315%	+$772K	0.91%	26
2025 Q3	$243K	Buy	4,800 +200	+4%	+$9.99K	0.22%	66
2025 Q2	$229K	Buy	+4,600	New	+$229K	0.22%	68

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

Stonehaven Wealth & Tax Solutions's FMB Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its First Trust Managed Municipal ETF (FMB) stake by 6.2% in Q2 2026, buying an estimated $88.1K and bringing the position to 29,538 shares worth $1.52M. The position accounts for 1.22% of the portfolio, ranked #20.

Stonehaven Wealth & Tax Solutions first reported a position in FMB in Q2 2025 and has held it in 5 quarters since. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 29,538 shares of First Trust Managed Municipal ETF worth $1.52M as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 1,723 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $88.1K.
First Trust Managed Municipal ETF made up 1.22% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #20 holding.
Stonehaven Wealth & Tax Solutions first reported a position in First Trust Managed Municipal ETF in Q2 2025 and has held it in 5 quarters since.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.