Sutton Place Investors’s First Trust Managed Municipal ETF FMB Stock Holding History

Sutton Place Investors’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	$356K	Buy	6,938 +41	+0.6%	+$2.1K	0.17%	104
2026 Q1	$349K	Buy	6,897 +46	+0.7%	+$2.37K	0.19%	99
2025 Q4	$350K	Sell	6,851 -768	-10%	-$39.3K	0.19%	95
2025 Q3	$386K	Sell	7,619 -921	-11%	-$46K	0.22%	90
2025 Q2	$425K	Sell	8,540 -315	-4%	-$15.7K	0.26%	76
2025 Q1	$446K	Sell	8,855 -12	-0.1%	-$612	0.3%	67
2024 Q4	$452K	Sell	8,867 -12,498	-58%	-$643K	0.26%	83
2024 Q3	$1.11M	Buy	21,365 +44	+0.2%	+$2.27K	0.68%	39
2024 Q2	$1.09M	Sell	21,321 -112	-0.5%	-$5.71K	0.72%	37
2024 Q1	$1.1M	Sell	21,433 -492	-2%	-$25.3K	0.54%	53
2023 Q4	$1.13M	Sell	21,925 -4,050	-16%	-$201K	0.82%	34
2023 Q3	$1.27M	Buy	25,975 +2,070	+9%	+$104K	1.65%	17
2023 Q2	$1.21M	Buy	23,905 +10	+0%	+$507	1.68%	16
2023 Q1	$1.22M	Buy	23,895 +390	+2%	+$19.8K	1.65%	14
2022 Q4	$1.18M	Sell	23,505 -17,758	-43%	-$880K	1.68%	14
2022 Q3	$2.01M	Buy	41,263 +5,672	+16%	+$288K	3.05%	10
2022 Q2	$1.8M	Sell	35,591 -852	-2%	-$43.7K	2.62%	9
2022 Q1	$1.88M	Sell	36,443 -8,049	-18%	-$443K	2.25%	13
2021 Q4	$2.54M	Buy	+44,492	New	+$2.53M	2.91%	8

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

Sutton Place Investors's FMB Position: Q2 2026 in Review

Sutton Place Investors increased its First Trust Managed Municipal ETF (FMB) stake by 0.59% in Q2 2026, buying an estimated $2.1K and bringing the position to 6,938 shares worth $356K. The position accounts for 0.17% of the portfolio, ranked #104.

Sutton Place Investors first reported a position in FMB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.54M in Q4 2021. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Sutton Place Investors held 6,938 shares of First Trust Managed Municipal ETF worth $356K as of Q2 2026.
Sutton Place Investors bought 41 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $2.1K.
First Trust Managed Municipal ETF made up 0.17% of Sutton Place Investors's portfolio in Q2 2026, its #104 holding.
Sutton Place Investors first reported a position in First Trust Managed Municipal ETF in Q4 2021 and has held it in 19 quarters since.
Sutton Place Investors's First Trust Managed Municipal ETF position peaked at $2.54M in Q4 2021.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.