VestGen Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

VestGen Advisors’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	-6,324	Closed	-$323K	–	1113
2026 Q1	$323K	Buy	6,324 +390	+7%	+$20K	0.01%	812
2025 Q4	$303K	Sell	5,934 -6,807	-53%	-$348K	0.01%	599
2025 Q3	$646K	Hold	12,741	–	–	0.02%	439
2025 Q2	$634K	Buy	12,741 +45	+0.4%	+$2.24K	0.03%	387
2025 Q1	$640K	Buy	+12,696	New	+$648K	0.03%	352

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

VestGen Advisors's FMB Position: Q2 2026 in Review

VestGen Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q2 2026, closing a stake of 6,324 shares — an estimated $323K sold.

VestGen Advisors first reported a position in FMB in Q1 2025 and held it in 5 quarters. The position peaked at $646K in Q3 2025. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

VestGen Advisors reported no remaining First Trust Managed Municipal ETF position as of Q2 2026 after selling out during the quarter.
VestGen Advisors sold 6,324 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $323K.
VestGen Advisors first reported a position in First Trust Managed Municipal ETF in Q1 2025 and held it in 5 quarters.
VestGen Advisors's First Trust Managed Municipal ETF position peaked at $646K in Q3 2025.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.