Question 1

How many shares of FMB does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 108,351 shares of FMB (FIRST TRUST MANAGED MUNICIPA).

Question 2

What is Steward Partners Investment Advisory, LLC's FMB position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's FMB position is worth $5.6M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling FMB?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their FMB position (-0.3% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy FMB?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in FMB in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	108,351	-0.3%	$5.6M	0.0%	$51.21	0
2026-Q1	Increased	108,710	+173.5%	$5.5M	0.0%	$50.04	44
2025-Q4	Increased	39,752	+17.1%	$2M	0.0%	$50.06	30
2025-Q3	Decreased	33,942	-13.2%	$1.7M	0.0%	$49.21	0
2025-Q2	Decreased	39,083	-11.1%	$1.9M	0.0%	$47.93	0
2025-Q1	Increased	43,982	+13.3%	$2.2M	0.0%	$48.10	29
2024-Q4	Increased	38,811	+2.7%	$2M	0.0%	$48.26	27
2024-Q3	Decreased	37,798	-20.9%	$2M	0.0%	$48.76	0
2024-Q2	Decreased	47,816	-6.0%	$2.4M	0.0%	$47.53	0
2024-Q1	Decreased	50,865	-3.8%	$2.6M	0.0%	$47.43	0
2023-Q4	Decreased	52,882	-17.4%	$2.7M	0.0%	$47.34	0
2023-Q3	Increased	63,997	+3.6%	$3.1M	0.0%	$44.44	27
2023-Q2	Increased	61,764	+5.3%	$3.1M	0.0%	$45.72	28
2023-Q1	Decreased	58,630	-18.2%	$3M	0.0%	$45.61	0
2022-Q4	Decreased	71,692	-30.8%	$3.6M	0.1%	$44.53	0
2022-Q3	Increased	103,595	+23.8%	$5M	0.1%	$42.98	33
2022-Q2	Decreased	83,710	-52.3%	$4.2M	0.1%	$44.36	0
2022-Q1	Increased	175,454	+13.7%	$9.3M	0.1%	$46.25	37
2021-Q4	Increased	154,298	+7.9%	$8.8M	0.1%	$49.42	36
2021-Q3	Increased	143,035	+14.4%	$8.1M	0.1%	$49.01	37
2021-Q2	Decreased	125,077	-49.2%	$7.2M	0.1%	$49.21	0
2021-Q1	Increased	246,072	+121.7%	$6.9B	0.1%	$48.24	62
2020-Q4	Increased	110,986	+11.3%	$6.3M	0.1%	$48.25	36
2020-Q3	Decreased	99,706	-18.5%	$5.5M	0.1%	$47.04	0
2020-Q2	Increased	122,297	+16.7%	$6.7M	0.2%	$46.28	38
2020-Q1	Increased	104,813	+102.2%	$5.7M	0.2%	$45.22	52
2019-Q4	Increased	51,837	+4.7%	$2.9M	0.1%	$46.19	28
2019-Q3	Increased	49,510	+16.8%	$2.8M	0.1%	$45.93	31
2019-Q2	Increased	42,377	+154.2%	$2.3M	0.1%	$45.00	42
2019-Q1	New	16,668	-	$897,000	0.0%	$43.96	34

FMB30 quarters

FMB
30 quarters