ACM
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Advance Capital Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Advance Capital 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
Q1 		$4.18M Buy
82,571
+17,895
+28% +$920K 0.16% 32
2025
Q4 		$3.31M Sell
64,676
-4,613
-7% -$236K 0.14% 31
2025
Q3 		$3.51M Sell
69,289
-13,023
-16% -$651K 0.15% 32
2025
Q2 		$4.1M Sell
82,312
-5,672
-6% -$282K 0.19% 30
2025
Q1 		$4.44M Sell
87,984
-3,292
-4% -$168K 0.21% 25
2024
Q4 		$4.66M Buy
91,276
+2,460
+3% +$127K 0.21% 21
2024
Q3 		$4.61M Buy
88,816
+15,809
+22% +$816K 0.2% 21
2024
Q2 		$3.73M Sell
73,007
-5,285
-7% -$270K 0.18% 21
2024
Q1 		$4.02M Sell
78,292
-875
-1% -$45K 0.28% 21
2023
Q4 		$4.09M Sell
79,167
-1,976
-2% -$98.3K 0.32% 17
2023
Q3 		$3.97M Sell
81,143
-3,950
-5% -$198K 0.37% 13
2023
Q2 		$4.31M Buy
85,093
+12,306
+17% +$624K 0.49% 15
2023
Q1 		$3.71M Buy
72,787
+291
+0.4% +$14.8K 0.66% 16
2022
Q4 		$3.63M Buy
72,496
+13,382
+23% +$663K 0.48% 16
2022
Q3 		$2.88M Sell
59,114
-7,670
-11% -$390K 0.35% 16
2022
Q2 		$3.38M Sell
66,784
-7,262
-10% -$372K 0.4% 13
2022
Q1 		$3.93M Sell
74,046
-13,863
-16% -$763K 0.48% 8
2021
Q4 		$5.01M Buy
+87,909
New +$4.99M 1.02% 6

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Advance Capital Management's FMB Position: Q1 2026 in Review

Advance Capital Management increased its First Trust Managed Municipal ETF (FMB) stake by 28% in Q1 2026, buying an estimated $920K and bringing the position to 82,571 shares worth $4.18M. The position accounts for 0.16% of the portfolio, ranked #32.

Advance Capital Management first reported a position in FMB in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.01M in Q4 2021. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Advance Capital Management held 82,571 shares of First Trust Managed Municipal ETF worth $4.18M as of Q1 2026.
  • Advance Capital Management bought 17,895 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $920K.
  • First Trust Managed Municipal ETF made up 0.16% of Advance Capital Management's portfolio in Q1 2026, its #32 holding.
  • Advance Capital Management first reported a position in First Trust Managed Municipal ETF in Q4 2021 and has held it in 18 quarters since.
  • Advance Capital Management's First Trust Managed Municipal ETF position peaked at $5.01M in Q4 2021.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.