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 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Total Clarity Wealth Management's FMB Position: Q1 2026 in Review

Total Clarity Wealth Management opened a new position in First Trust Managed Municipal ETF (FMB) in Q1 2026: 6,867 shares worth $348K. The stake represents 0.08% of the portfolio and ranks #226 among its holdings. This is a return to the name: Total Clarity Wealth Management previously reported a position in FMB as recently as Q3 2025.

Total Clarity Wealth Management first reported a position in FMB in Q4 2019 and has held it in 15 quarters since. The position peaked at $4.45M in Q4 2021. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

Total Clarity Wealth Management held 6,867 shares of First Trust Managed Municipal ETF worth $348K as of Q1 2026.
First Trust Managed Municipal ETF was a new Total Clarity Wealth Management position in Q1 2026.
First Trust Managed Municipal ETF made up 0.08% of Total Clarity Wealth Management's portfolio in Q1 2026, its #226 holding.
Total Clarity Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2019 and has held it in 15 quarters since.
Total Clarity Wealth Management's First Trust Managed Municipal ETF position peaked at $4.45M in Q4 2021.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.