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Strategic Financial Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

Strategic Financial 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 		$1.29M Sell
25,131
-1,016
-4% -$52K 0.49% 40
2026
Q1 		$1.32M Buy
26,147
+1,906
+8% +$98K 0.57% 36
2025
Q4 		$1.24M Buy
24,241
+2,539
+12% +$130K 0.54% 33
2025
Q3 		$1.1M Sell
21,702
-428
-2% -$21.4K 0.5% 36
2025
Q2 		$1.1M Sell
22,130
-7,228
-25% -$360K 0.51% 34
2025
Q1 		$1.48M Sell
29,358
-548
-2% -$27.9K 0.78% 24
2024
Q4 		$1.53M Sell
29,906
-3,428
-10% -$176K 0.78% 28
2024
Q3 		$1.73M Sell
33,334
-213
-0.6% -$11K 0.88% 21
2024
Q2 		$1.71M Buy
33,547
+207
+0.6% +$10.6K 0.94% 21
2024
Q1 		$1.71M Buy
33,340
+2,276
+7% +$117K 0.95% 21
2023
Q4 		$1.6M Sell
31,064
-5,077
-14% -$253K 0.93% 20
2023
Q3 		$1.77M Sell
36,141
-887
-2% -$44.5K 1.07% 21
2023
Q2 		$1.88M Sell
37,028
-4,397
-11% -$223K 1.07% 21
2023
Q1 		$2.11M Sell
41,425
-1,529
-4% -$77.7K 1.29% 17
2022
Q4 		$2.15M Buy
42,954
+3,688
+9% +$183K 1.31% 16
2022
Q3 		$1.91M Sell
39,266
-1,124
-3% -$57.1K 1.22% 17
2022
Q2 		$2.04M Buy
40,390
+2,255
+6% +$116K 1.19% 17
2022
Q1 		$2.02M Sell
38,135
-3,177
-8% -$175K 1.03% 17
2021
Q4 		$2.35M Buy
41,312
+1,453
+4% +$82.5K 1.16% 17
2021
Q3 		$2.26M Buy
39,859
+200
+0.5% +$11.5K 1.22% 17
2021
Q2 		$2.27M Buy
39,659
+7,540
+23% +$430K 1.25% 17
2021
Q1 		$1.81M Buy
32,119
+517
+2% +$29.3K 1.07% 17
2020
Q4 		$1.79M Sell
31,602
-9,662
-23% -$541K 1.17% 17
2020
Q3 		$2.29M Buy
41,264
+12,150
+42% +$678K 1.8% 13
2020
Q2 		$1.6M Buy
29,114
+1,559
+6% +$83.9K 1.33% 16
2020
Q1 		$1.49M Buy
27,555
+14,406
+110% +$801K 1.58% 15
2019
Q4 		$730K Buy
+13,149
New +$729K 0.6% 30

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Strategic Financial Partners's FMB Position: Q2 2026 in Review

Strategic Financial Partners reduced its First Trust Managed Municipal ETF (FMB) stake by 3.9% in Q2 2026, selling an estimated $52K and leaving 25,131 shares worth $1.29M. The position accounts for 0.49% of the portfolio, ranked #40.

Strategic Financial Partners first reported a position in FMB in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.35M in Q4 2021. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Strategic Financial Partners held 25,131 shares of First Trust Managed Municipal ETF worth $1.29M as of Q2 2026.
  • Strategic Financial Partners sold 1,016 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $52K.
  • First Trust Managed Municipal ETF made up 0.49% of Strategic Financial Partners's portfolio in Q2 2026, its #40 holding.
  • Strategic Financial Partners first reported a position in First Trust Managed Municipal ETF in Q4 2019 and has held it in 27 quarters since.
  • Strategic Financial Partners's First Trust Managed Municipal ETF position peaked at $2.35M in Q4 2021.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.