Total Clarity Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Total Clarity Wealth Management’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	$622K	Buy	12,107 +5,240	+76%	+$268K	0.12%	173
2026 Q1	$348K	Buy	+6,867	New	+$353K	0.08%	226
2025 Q4	–	Sell	-9,462	Closed	-$480K	–	309
2025 Q3	$480K	Buy	9,462 +560	+6%	+$28K	0.13%	170
2025 Q2	$443K	Buy	+8,902	New	+$443K	0.13%	170
2022 Q4	–	Sell	-75,888	Closed	-$3.7M	–	239
2022 Q3	$3.7M	Hold	75,888	–	–	2.31%	3
2022 Q2	$3.84M	Sell	75,888 -1,558	-2%	-$79.8K	1.99%	4
2022 Q1	$4.11M	Sell	77,446 -577	-0.7%	-$31.8K	2.25%	5
2021 Q4	$4.45M	Buy	78,023 +2,938	+4%	+$167K	2.02%	5
2021 Q3	$4.26M	Buy	75,085 +2,223	+3%	+$128K	2.03%	3
2021 Q2	$4.17M	Buy	72,862 +2,455	+3%	+$140K	2.33%	3
2021 Q1	$3.97M	Buy	70,407 +5,739	+9%	+$325K	2.28%	5
2020 Q4	$3.67M	Buy	64,668 +10,004	+18%	+$560K	2.55%	6
2020 Q3	$3.04M	Buy	54,664 +2,085	+4%	+$116K	2.65%	6
2020 Q2	$2.89M	Sell	52,579 -3,187	-6%	-$172K	2.65%	6
2020 Q1	$3.02M	Buy	55,766 +2,800	+5%	+$156K	4.66%	2
2019 Q4	$2.94M	Buy	+52,966	New	+$2.94M	2.21%	7

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

Total Clarity Wealth Management's FMB Position: Q2 2026 in Review

Total Clarity Wealth Management increased its First Trust Managed Municipal ETF (FMB) stake by 76% in Q2 2026, buying an estimated $268K and bringing the position to 12,107 shares worth $622K. The position accounts for 0.12% of the portfolio, ranked #173.

Total Clarity Wealth Management first reported a position in FMB in Q4 2019 and has held it in 16 quarters since. The position peaked at $4.45M in Q4 2021. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Total Clarity Wealth Management held 12,107 shares of First Trust Managed Municipal ETF worth $622K as of Q2 2026.
Total Clarity Wealth Management bought 5,240 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $268K.
First Trust Managed Municipal ETF made up 0.12% of Total Clarity Wealth Management's portfolio in Q2 2026, its #173 holding.
Total Clarity Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2019 and has held it in 16 quarters since.
Total Clarity Wealth Management's First Trust Managed Municipal ETF position peaked at $4.45M in Q4 2021.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.