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

Team Financial 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 Q3	$4.4K	Buy	+92	New	+$4.61K	﹤0.01%	252
2026 Q2	–	Sell	-92	Closed	-$4.66K	–	124
2026 Q1	$4.66K	Hold	92	–	–	﹤0.01%	229
2025 Q4	$4.7K	Hold	92	–	–	﹤0.01%	219
2025 Q3	$4.66K	Hold	92	–	–	﹤0.01%	216
2025 Q2	$4.58K	Buy	+92	New	+$4.58K	﹤0.01%	205
2024 Q1	–	Sell	-3,250	Closed	-$168K	–	86
2023 Q4	$168K	Sell	3,250 -26	-0.8%	-$1.29K	0.12%	38
2023 Q3	$160K	Buy	+3,276	New	+$164K	0.13%	36

Other funds holding FMB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Frisch Financial Group Melville, New York $633M AUM 16.05% 1-Year Est. Return

Team Financial Group's FMB Position: Q3 2026 in Review

Team Financial Group opened a new position in First Trust Managed Municipal ETF (FMB) in Q3 2026: 92 shares worth $4.4K. The stake represents ﹤0.01% of the portfolio and ranks #252 among its holdings. This is a return to the name: Team Financial Group previously reported a position in FMB as recently as Q1 2026.

Team Financial Group first reported a position in FMB in Q3 2023 and has held it in 7 quarters since. The position peaked at $168K in Q4 2023. 200 funds tracked by Wall St. Rank hold FMB as of Q3 2026.

Team Financial Group held 92 shares of First Trust Managed Municipal ETF worth $4.4K as of Q3 2026.
First Trust Managed Municipal ETF was a new Team Financial Group position in Q3 2026.
First Trust Managed Municipal ETF made up ﹤0.01% of Team Financial Group's portfolio in Q3 2026, its #252 holding.
Team Financial Group first reported a position in First Trust Managed Municipal ETF in Q3 2023 and has held it in 7 quarters since.
Team Financial Group's First Trust Managed Municipal ETF position peaked at $168K in Q4 2023.
200 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.