ABLE Financial Group’s First Trust Managed Municipal ETF FMB Stock Holding History

ABLE Financial Group’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 Q1	$2.6M	Buy	51,312 +1,165	+2%	+$59.9K	0.51%	51
2025 Q4	$2.56M	Buy	50,147 +2,569	+5%	+$131K	0.52%	44
2025 Q3	$2.41M	Sell	47,578 -19,058	-29%	-$952K	0.52%	42
2025 Q2	$3.32M	Sell	66,636 -9,394	-12%	-$467K	0.8%	32
2025 Q1	$3.83M	Buy	76,030 +3,766	+5%	+$192K	1.08%	26
2024 Q4	$3.69M	Buy	72,264 +19,269	+36%	+$991K	1.09%	28
2024 Q3	$2.75M	Buy	52,995 +9,416	+22%	+$486K	0.85%	28
2024 Q2	$2.23M	Sell	43,579 -8,373	-16%	-$427K	0.8%	28
2024 Q1	$2.67M	Sell	51,952 -1,404	-3%	-$72.3K	1.05%	24
2023 Q4	$2.76M	Buy	53,356 +42,510	+392%	+$2.11M	1.19%	23
2023 Q3	$530K	Buy	10,846 +4,435	+69%	+$223K	0.26%	69
2023 Q2	$325K	Buy	+6,411	New	+$325K	0.17%	101

Other funds holding FMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

ABLE Financial Group's FMB Position: Q1 2026 in Review

ABLE Financial Group increased its First Trust Managed Municipal ETF (FMB) stake by 2.3% in Q1 2026, buying an estimated $59.9K and bringing the position to 51,312 shares worth $2.6M. The position accounts for 0.51% of the portfolio, ranked #51.

ABLE Financial Group first reported a position in FMB in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.83M in Q1 2025. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

ABLE Financial Group held 51,312 shares of First Trust Managed Municipal ETF worth $2.6M as of Q1 2026.
ABLE Financial Group bought 1,165 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $59.9K.
First Trust Managed Municipal ETF made up 0.51% of ABLE Financial Group's portfolio in Q1 2026, its #51 holding.
ABLE Financial Group first reported a position in First Trust Managed Municipal ETF in Q2 2023 and has held it in 12 quarters since.
ABLE Financial Group's First Trust Managed Municipal ETF position peaked at $3.83M in Q1 2025.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.