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

Summit Financial’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 		$555K Sell
10,797
-86,087
-89% -$4.4M 0.01% 1058
2026
Q1 		$4.91M Sell
96,884
-2,544
-3% -$131K 0.06% 319
2025
Q4 		$5.08M Buy
99,428
+1,422
+1% +$72.7K 0.07% 259
2025
Q3 		$4.97M Buy
+98,006
New +$4.9M 0.08% 258

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

Summit Financial's FMB Position: Q2 2026 in Review

Summit Financial reduced its First Trust Managed Municipal ETF (FMB) stake by 89% in Q2 2026, selling an estimated $4.4M and leaving 10,797 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #1058.

Summit Financial first reported a position in FMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.08M in Q4 2025. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Summit Financial held 10,797 shares of First Trust Managed Municipal ETF worth $555K as of Q2 2026.
  • Summit Financial sold 86,087 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $4.4M.
  • First Trust Managed Municipal ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1058 holding.
  • Summit Financial first reported a position in First Trust Managed Municipal ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's First Trust Managed Municipal ETF position peaked at $5.08M in Q4 2025.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.