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 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	$4.67K	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

TBF

True Blue Financial Stevensville, Michigan $237M AUM

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

VPWL

VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Team Financial Group's FMB Position: Q2 2026 in Review

Team Financial Group sold out of First Trust Managed Municipal ETF (FMB) in Q2 2026, closing a stake of 92 shares — an estimated $4.66K sold.

Team Financial Group first reported a position in FMB in Q3 2023 and held it in 6 quarters. The position peaked at $168K in Q4 2023. 45 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Team Financial Group reported no remaining First Trust Managed Municipal ETF position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 92 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $4.66K.
Team Financial Group first reported a position in First Trust Managed Municipal ETF in Q3 2023 and held it in 6 quarters.
Team Financial Group's First Trust Managed Municipal ETF position peaked at $168K in Q4 2023.
45 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.