Triumph Capital Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Triumph Capital 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	$583K	Sell	11,344 -250	-2%	-$12.8K	0.11%	195
2026 Q1	$587K	Buy	11,594 +3,930	+51%	+$202K	0.12%	164
2025 Q4	$392K	Buy	7,664 +2,750	+56%	+$141K	0.08%	203
2025 Q3	$249K	Hold	4,914	–	–	0.07%	275
2025 Q2	$245K	Buy	4,914 +500	+11%	+$24.9K	0.07%	247
2025 Q1	$223K	Buy	4,414 +213	+5%	+$10.9K	0.07%	249
2024 Q4	$214K	Buy	+4,201	New	+$216K	0.07%	257

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

Triumph Capital Management's FMB Position: Q2 2026 in Review

Triumph Capital Management reduced its First Trust Managed Municipal ETF (FMB) stake by 2.2% in Q2 2026, selling an estimated $12.8K and leaving 11,344 shares worth $583K. The position accounts for 0.11% of the portfolio, ranked #195.

Triumph Capital Management first reported a position in FMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $587K in Q1 2026. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Triumph Capital Management held 11,344 shares of First Trust Managed Municipal ETF worth $583K as of Q2 2026.
Triumph Capital Management sold 250 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $12.8K.
First Trust Managed Municipal ETF made up 0.11% of Triumph Capital Management's portfolio in Q2 2026, its #195 holding.
Triumph Capital Management first reported a position in First Trust Managed Municipal ETF in Q4 2024 and has held it in 7 quarters since.
Triumph Capital Management's First Trust Managed Municipal ETF position peaked at $587K in Q1 2026.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.