Western Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Western Wealth 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	$1.87M	Sell	36,430 -7,541	-17%	-$386K	0.06%	317
2026 Q1	$2.23M	Buy	43,971 +3,925	+10%	+$202K	0.08%	257
2025 Q4	$2.05M	Sell	40,046 -1,110	-3%	-$56.7K	0.09%	217
2025 Q3	$2.09M	Sell	41,156 -4,694	-10%	-$235K	0.11%	172
2025 Q2	$2.28M	Sell	45,850 -3,209	-7%	-$160K	0.14%	148
2025 Q1	$2.47M	Sell	49,059 -6,974	-12%	-$356K	0.16%	122
2024 Q4	$2.86M	Buy	56,033 +2,633	+5%	+$135K	0.15%	133
2024 Q3	$2.77M	Buy	53,400 +4,551	+9%	+$235K	0.16%	131
2024 Q2	$2.49M	Sell	48,849 -569	-1%	-$29K	0.18%	110
2024 Q1	$2.54M	Sell	49,418 -2,781	-5%	-$143K	0.2%	108
2023 Q4	$2.7M	Sell	52,199 -7,495	-13%	-$373K	0.19%	107
2023 Q3	$2.92M	Sell	59,694 -6,579	-10%	-$330K	0.25%	82
2023 Q2	$3.36M	Sell	66,273 -2,542	-4%	-$129K	0.29%	73
2023 Q1	$3.51M	Buy	68,815 +5,458	+9%	+$277K	0.33%	68
2022 Q4	$3.17M	Sell	63,357 -632	-1%	-$31.3K	0.32%	69
2022 Q3	$3.12M	Sell	63,989 -5,269	-8%	-$268K	0.18%	125
2022 Q2	$3.51M	Buy	69,258 +7,794	+13%	+$399K	0.2%	114
2022 Q1	$3.26M	Buy	61,464 +30,164	+96%	+$1.66M	0.16%	138
2021 Q4	$1.78M	Buy	+31,300	New	+$1.78M	0.18%	127
2021 Q2	$1.88M	Buy	32,830 +3,845	+13%	+$219K	0.19%	120
2021 Q1	$1.64M	Sell	28,985 -1,169	-4%	-$66.3K	0.22%	106
2020 Q4	$1.71M	Sell	30,154 -672	-2%	-$37.6K	0.25%	96
2020 Q3	$1.71M	Buy	30,826 +6,195	+25%	+$345K	0.28%	89
2020 Q2	$1.35M	Buy	24,631 +16,775	+214%	+$903K	0.25%	101
2020 Q1	$423K	Buy	7,856 +983	+14%	+$54.6K	0.1%	207
2019 Q4	$382K	Buy	+6,873	New	+$381K	0.06%	275

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

Western Wealth Management's FMB Position: Q2 2026 in Review

Western Wealth Management reduced its First Trust Managed Municipal ETF (FMB) stake by 17% in Q2 2026, selling an estimated $386K and leaving 36,430 shares worth $1.87M. The position accounts for 0.06% of the portfolio, ranked #317.

Western Wealth Management first reported a position in FMB in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.51M in Q2 2022. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

Western Wealth Management held 36,430 shares of First Trust Managed Municipal ETF worth $1.87M as of Q2 2026.
Western Wealth Management sold 7,541 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $386K.
First Trust Managed Municipal ETF made up 0.06% of Western Wealth Management's portfolio in Q2 2026, its #317 holding.
Western Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2019 and has held it in 26 quarters since.
Western Wealth Management's First Trust Managed Municipal ETF position peaked at $3.51M in Q2 2022.
307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.