Traction Financial Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

Traction Financial Partners’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	$1.3M	Sell	25,631 -5,046	-16%	-$259K	0.8%	17
2025 Q4	$1.57M	Sell	30,677 -1,101	-3%	-$56.3K	0.93%	17
2025 Q3	$1.61M	Sell	31,778 -2,211	-7%	-$110K	0.99%	17
2025 Q2	$1.69M	Buy	33,989 +7,238	+27%	+$360K	1.15%	16
2025 Q1	$1.35M	Sell	26,751 -2,701	-9%	-$138K	1.05%	16
2024 Q4	$1.5M	Buy	29,452 +2,966	+11%	+$153K	1.17%	16
2024 Q3	$1.38M	Sell	26,486 -2,485	-9%	-$128K	1.08%	18
2024 Q2	$1.49M	Buy	28,971 +13,211	+84%	+$674K	1.09%	16
2024 Q1	$807K	Buy	15,760 +2,656	+20%	+$137K	0.63%	22
2023 Q4	$677K	Buy	+13,104	New	+$652K	0.45%	32

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

Traction Financial Partners's FMB Position: Q1 2026 in Review

Traction Financial Partners reduced its First Trust Managed Municipal ETF (FMB) stake by 16% in Q1 2026, selling an estimated $259K and leaving 25,631 shares worth $1.3M. The position accounts for 0.8% of the portfolio, ranked #17.

Traction Financial Partners first reported a position in FMB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.69M in Q2 2025. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

Traction Financial Partners held 25,631 shares of First Trust Managed Municipal ETF worth $1.3M as of Q1 2026.
Traction Financial Partners sold 5,046 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $259K.
First Trust Managed Municipal ETF made up 0.8% of Traction Financial Partners's portfolio in Q1 2026, its #17 holding.
Traction Financial Partners first reported a position in First Trust Managed Municipal ETF in Q4 2023 and has held it in 10 quarters since.
Traction Financial Partners's First Trust Managed Municipal ETF position peaked at $1.69M in Q2 2025.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Traction Financial Partners's 13F filing for Q1 2026, filed 14 May 2026.