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

Visionary Wealth 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	$217K	Buy	4,224 +2	+0%	+$102	0.01%	630
2026 Q1	$214K	Sell	4,222 -498	-11%	-$25.6K	0.01%	601
2025 Q4	$241K	Sell	4,720 -28,560	-86%	-$1.46M	0.01%	549
2025 Q3	$1.69M	Sell	33,280 -34,526	-51%	-$1.73M	0.08%	217
2025 Q2	$3.38M	Sell	67,806 -4,158	-6%	-$207K	0.17%	135
2025 Q1	$3.63M	Buy	71,964 +2,116	+3%	+$108K	0.22%	120
2024 Q4	$3.56M	Buy	69,848 +10,549	+18%	+$543K	0.21%	120
2024 Q3	$3.08M	Buy	59,299 +3,110	+6%	+$161K	0.19%	124
2024 Q2	$2.87M	Sell	56,189 -1,263	-2%	-$64.4K	0.19%	131
2024 Q1	$2.95M	Buy	57,452 +12,424	+28%	+$639K	0.2%	128
2023 Q4	$2.33M	Sell	45,028 -2,598	-5%	-$129K	0.17%	141
2023 Q3	$2.33M	Buy	47,626 +469	+1%	+$23.6K	0.19%	130
2023 Q2	$2.39M	Buy	+47,157	New	+$2.39M	0.19%	129
2022 Q3	–	Sell	-15,060	Closed	-$762K	–	419
2022 Q2	$762K	Sell	15,060 -42,513	-74%	-$2.18M	0.07%	195
2022 Q1	$3.06M	Buy	57,573 +53,772	+1,415%	+$2.96M	0.25%	101
2021 Q4	$217K	Buy	+3,801	New	+$216K	0.02%	351

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

Visionary Wealth Advisors's FMB Position: Q2 2026 in Review

Visionary Wealth Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 0.05% in Q2 2026, buying an estimated $102 and bringing the position to 4,224 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #630.

Visionary Wealth Advisors first reported a position in FMB in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.63M in Q1 2025. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Visionary Wealth Advisors held 4,224 shares of First Trust Managed Municipal ETF worth $217K as of Q2 2026.
Visionary Wealth Advisors bought 2 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $102.
First Trust Managed Municipal ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #630 holding.
Visionary Wealth Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2021 and has held it in 16 quarters since.
Visionary Wealth Advisors's First Trust Managed Municipal ETF position peaked at $3.63M in Q1 2025.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.