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Syntegra Private Wealth Group’s First Trust Managed Municipal ETF FMB Stock Holding History

Syntegra Private Wealth Group’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 		$1.11M Sell
21,529
-344
-2% -$17.6K 0.09% 66
2026
Q1 		$1.11M Sell
21,873
-814
-4% -$41.8K 0.11% 62
2025
Q4 		$1.16M Sell
22,687
-232
-1% -$11.9K 0.11% 61
2025
Q3 		$1.16M Sell
22,919
-1,426
-6% -$71.3K 0.11% 60
2025
Q2 		$1.21M Sell
24,345
-4,330
-15% -$215K 0.12% 57
2025
Q1 		$1.45M Sell
28,675
-14,108
-33% -$720K 0.17% 44
2024
Q4 		$2.18M Sell
42,783
-1,651
-4% -$84.9K 0.25% 32
2024
Q3 		$2.31M Sell
44,434
-1,478
-3% -$76.3K 0.27% 31
2024
Q2 		$2.34M Sell
45,912
-4,310
-9% -$220K 0.3% 30
2024
Q1 		$2.58M Sell
50,222
-141,694
-74% -$7.29M 0.33% 28
2023
Q4 		$9.92M Sell
191,916
-1,537
-0.8% -$76.5K 1.4% 15
2023
Q3 		$9.46M Buy
193,453
+427
+0.2% +$21.4K 1.49% 15
2023
Q2 		$9.78M Buy
193,026
+15,371
+9% +$780K 1.5% 16
2023
Q1 		$9.05M Buy
177,655
+19,642
+12% +$998K 1.61% 15
2022
Q4 		$7.92M Buy
+158,013
New +$7.83M 1.59% 14

Other funds holding FMB

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.17B AUM 23.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Syntegra Private Wealth Group's FMB Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its First Trust Managed Municipal ETF (FMB) stake by 1.6% in Q2 2026, selling an estimated $17.6K and leaving 21,529 shares worth $1.11M. The position accounts for 0.09% of the portfolio, ranked #66.

Syntegra Private Wealth Group first reported a position in FMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.92M in Q4 2023. 141 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Syntegra Private Wealth Group held 21,529 shares of First Trust Managed Municipal ETF worth $1.11M as of Q2 2026.
  • Syntegra Private Wealth Group sold 344 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $17.6K.
  • First Trust Managed Municipal ETF made up 0.09% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #66 holding.
  • Syntegra Private Wealth Group first reported a position in First Trust Managed Municipal ETF in Q4 2022 and has held it in 15 quarters since.
  • Syntegra Private Wealth Group's First Trust Managed Municipal ETF position peaked at $9.92M in Q4 2023.
  • 141 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.