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

Summit Wealth 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 		$1.1M Hold
21,425
– – 0.16% 96
2026
Q1 		$1.09M Hold
21,425
– – 0.17% 95
2025
Q4 		$1.1M Hold
21,425
– – 0.2% 75
2025
Q3 		$1.09M Hold
21,425
– – 0.2% 80
2025
Q2 		$1.07M Sell
21,425
-503
-2% -$25K 0.2% 75
2025
Q1 		$1.11M Sell
21,928
-369
-2% -$18.8K 0.22% 75
2024
Q4 		$1.14M Sell
22,297
-2,288
-9% -$118K 0.23% 74
2024
Q3 		$1.28M Sell
24,585
-633
-3% -$32.7K 0.25% 76
2024
Q2 		$1.29M Hold
25,218
– – 0.27% 70
2024
Q1 		$1.3M Hold
25,218
– – 0.28% 65
2023
Q4 		$1.3M Sell
25,218
-135
-0.5% -$6.71K 0.3% 59
2023
Q3 		$1.24M Buy
25,353
+294
+1% +$14.8K 0.32% 57
2023
Q2 		$1.27M Buy
25,059
+2,356
+10% +$119K 0.32% 53
2023
Q1 		$1.16M Sell
22,703
-1,547
-6% -$78.6K 0.3% 57
2022
Q4 		$1.22M Buy
24,250
+14,045
+138% +$696K 0.32% 54
2022
Q3 		$497K Sell
10,205
-3,292
-24% -$167K 0.14% 89
2022
Q2 		$683K Buy
13,497
+1,044
+8% +$53.5K 0.18% 67
2022
Q1 		$661K Sell
12,453
-184
-1% -$10.1K 0.15% 77
2021
Q4 		$720K Buy
12,637
+3,054
+32% +$173K 0.15% 71
2021
Q3 		$544K Buy
9,583
+3,705
+63% +$213K 0.13% 86
2021
Q2 		$337K Buy
5,878
+1,480
+34% +$84.5K 0.08% 113
2021
Q1 		$248K Buy
+4,398
New +$249K 0.06% 136

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 Wealth Partners's FMB Position: Q2 2026 in Review

Summit Wealth Partners held its First Trust Managed Municipal ETF (FMB) position steady in Q2 2026 at 21,425 shares worth $1.1M. The position accounts for 0.16% of the portfolio, ranked #96.

Summit Wealth Partners first reported a position in FMB in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.3M in Q4 2023. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Summit Wealth Partners held 21,425 shares of First Trust Managed Municipal ETF worth $1.1M as of Q2 2026.
  • Summit Wealth Partners left its First Trust Managed Municipal ETF share count unchanged in Q2 2026.
  • First Trust Managed Municipal ETF made up 0.16% of Summit Wealth Partners's portfolio in Q2 2026, its #96 holding.
  • Summit Wealth Partners first reported a position in First Trust Managed Municipal ETF in Q1 2021 and has held it in 22 quarters since.
  • Summit Wealth Partners's First Trust Managed Municipal ETF position peaked at $1.3M in Q4 2023.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

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