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

AE 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
Q1 		$478K Buy
9,439
+1,196
+15% +$61.5K ﹤0.01% 1136
2025
Q4 		$421K Sell
8,243
-543
-6% -$27.8K ﹤0.01% 1134
2025
Q3 		$445K Sell
8,786
-2,169
-20% -$108K ﹤0.01% 1022
2025
Q2 		$546K Sell
10,955
-566
-5% -$28.2K ﹤0.01% 895
2025
Q1 		$581K Buy
11,521
+3,831
+50% +$195K ﹤0.01% 870
2024
Q4 		$392K Buy
7,690
+2,838
+58% +$146K ﹤0.01% 986
2024
Q3 		$252K Sell
4,852
-92
-2% -$4.75K ﹤0.01% 1092
2024
Q2 		$252K Sell
4,944
-105
-2% -$5.36K ﹤0.01% 1085
2024
Q1 		$259K Sell
5,049
-10,474
-67% -$539K ﹤0.01% 1007
2023
Q4 		$794K Sell
15,523
-8,525
-35% -$424K ﹤0.01% 1239
2023
Q3 		$1.18M Sell
24,048
-6,791
-22% -$341K 0.01% 1033
2023
Q2 		$1.56M Sell
30,839
-103,762
-77% -$5.26M 0.01% 920
2023
Q1 		$6.86M Sell
134,601
-3,296
-2% -$168K 0.04% 435
2022
Q4 		$6.91M Sell
137,897
-64,991
-32% -$3.22M 0.05% 401
2022
Q3 		$9.88M Buy
202,888
+15,268
+8% +$776K 0.08% 271
2022
Q2 		$9.49M Sell
187,620
-187,334
-50% -$9.6M 0.08% 285
2022
Q1 		$19.9M Buy
374,954
+24,204
+7% +$1.33M 0.14% 161
2021
Q4 		$20M Buy
350,750
+32,397
+10% +$1.84M 0.14% 153
2021
Q3 		$18.1M Buy
318,353
+23,424
+8% +$1.35M 0.15% 151
2021
Q2 		$16.9M Buy
294,929
+30,389
+11% +$1.73M 0.15% 139
2021
Q1 		$14.9M Buy
264,540
+43,733
+20% +$2.48M 0.15% 143
2020
Q4 		$12.5M Buy
220,807
+12,364
+6% +$692K 0.14% 152
2020
Q3 		$11.6M Buy
208,443
+26,862
+15% +$1.5M 0.17% 127
2020
Q2 		$9.99M Buy
181,581
+55,614
+44% +$2.99M 0.15% 142
2020
Q1 		$6.81M Buy
125,967
+119,105
+1,736% +$6.62M 0.16% 128
2019
Q4 		$381K Buy
+6,862
New +$381K 0.01% 823

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

AE Wealth Management's FMB Position: Q1 2026 in Review

AE Wealth Management increased its First Trust Managed Municipal ETF (FMB) stake by 15% in Q1 2026, buying an estimated $61.5K and bringing the position to 9,439 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

AE Wealth Management first reported a position in FMB in Q4 2019 and has held it in 26 quarters since. The position peaked at $20M in Q4 2021. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • AE Wealth Management held 9,439 shares of First Trust Managed Municipal ETF worth $478K as of Q1 2026.
  • AE Wealth Management bought 1,196 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $61.5K.
  • First Trust Managed Municipal ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1136 holding.
  • AE Wealth Management first reported a position in First Trust Managed Municipal ETF in Q4 2019 and has held it in 26 quarters since.
  • AE Wealth Management's First Trust Managed Municipal ETF position peaked at $20M in Q4 2021.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.