RAFFA WEALTH MANAGEMENT, LLC’s First Trust Managed Municipal ETF FMB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$64.1K	Buy	1,247 +5	+0.4%	+$256	0.01%	156
2026 Q1	$62.9K	Buy	1,242 +6	+0.5%	+$308	0.01%	147
2025 Q4	$63.2K	Buy	1,236 +222	+22%	+$11.3K	0.01%	146
2025 Q3	$51.4K	Buy	1,014 +6	+0.6%	+$300	0.01%	158
2025 Q2	$50.2K	Sell	1,008 -338	-25%	-$16.8K	0.01%	179
2025 Q1	$67.9K	Buy	1,346 +62	+5%	+$3.16K	0.02%	128
2024 Q4	$65.5K	Buy	1,284 +319	+33%	+$16.4K	0.02%	133
2024 Q3	$50.1K	Hold	965	–	–	0.01%	144
2024 Q2	$49.3K	Hold	965	–	–	0.01%	197
2024 Q1	$49.6K	Buy	+965	New	+$49.7K	0.01%	190

Other funds holding FMB

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $237M AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BCP

Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's FMB Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its First Trust Managed Municipal ETF (FMB) stake by 0.4% in Q2 2026, buying an estimated $256 and bringing the position to 1,247 shares worth $64.1K. The position accounts for 0.01% of the portfolio, ranked #156.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FMB in Q1 2024 and has held it in 10 quarters since. The position peaked at $67.9K in Q1 2025. 110 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1,247 shares of First Trust Managed Municipal ETF worth $64.1K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 5 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $256.
First Trust Managed Municipal ETF made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #156 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in First Trust Managed Municipal ETF in Q1 2024 and has held it in 10 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's First Trust Managed Municipal ETF position peaked at $67.9K in Q1 2025.
110 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.