AWA
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Alta Wealth Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Alta Wealth Advisors’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 		$309K Buy
6,018
+7
+0.1% +$358 0.08% 144
2026
Q1 		$305K Sell
6,011
-90
-1% -$4.63K 0.1% 142
2025
Q4 		$312K Sell
6,101
-978
-14% -$50K 0.1% 129
2025
Q3 		$359K Sell
7,079
-94
-1% -$4.7K 0.13% 110
2025
Q2 		$357K Sell
7,173
-53
-0.7% -$2.64K 0.17% 83
2025
Q1 		$364K Sell
7,226
-187
-3% -$9.54K 0.17% 98
2024
Q4 		$378K Sell
7,413
-8,752
-54% -$450K 0.17% 107
2024
Q3 		$840K Sell
16,165
-370
-2% -$19.1K 0.38% 58
2024
Q2 		$844K Buy
16,535
+12
+0.1% +$612 0.42% 56
2024
Q1 		$849K Sell
16,523
-1,348
-8% -$69.4K 0.43% 56
2023
Q4 		$923K Sell
17,871
-26,394
-60% -$1.31M 0.52% 54
2023
Q3 		$2.16M Sell
44,265
-2,594
-6% -$130K 1.33% 19
2023
Q2 		$2.37M Sell
46,859
-545
-1% -$27.6K 1.39% 18
2023
Q1 		$2.41M Sell
47,404
-414
-0.9% -$21K 1.52% 14
2022
Q4 		$2.4M Sell
47,818
-9,205
-16% -$456K 1.62% 14
2022
Q3 		$2.78M Buy
57,023
+3,215
+6% +$163K 1.99% 15
2022
Q2 		$2.73M Buy
53,808
+1,040
+2% +$53.3K 1.89% 15
2022
Q1 		$2.8M Buy
52,768
+4,608
+10% +$254K 1.66% 14
2021
Q4 		$2.74M Buy
48,160
+20,255
+73% +$1.15M 1.69% 11
2021
Q3 		$1.58M Buy
27,905
+5,398
+24% +$310K 1.15% 21
2021
Q2 		$1.29M Buy
22,507
+2,118
+10% +$121K 0.94% 28
2021
Q1 		$1.15M Buy
20,389
+455
+2% +$25.8K 0.96% 29
2020
Q4 		$1.13M Buy
+19,934
New +$1.12M 0.95% 26

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Alta Wealth Advisors's FMB Position: Q2 2026 in Review

Alta Wealth Advisors increased its First Trust Managed Municipal ETF (FMB) stake by 0.12% in Q2 2026, buying an estimated $358 and bringing the position to 6,018 shares worth $309K. The position accounts for 0.08% of the portfolio, ranked #144.

Alta Wealth Advisors first reported a position in FMB in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.8M in Q1 2022. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Alta Wealth Advisors held 6,018 shares of First Trust Managed Municipal ETF worth $309K as of Q2 2026.
  • Alta Wealth Advisors bought 7 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $358.
  • First Trust Managed Municipal ETF made up 0.08% of Alta Wealth Advisors's portfolio in Q2 2026, its #144 holding.
  • Alta Wealth Advisors first reported a position in First Trust Managed Municipal ETF in Q4 2020 and has held it in 23 quarters since.
  • Alta Wealth Advisors's First Trust Managed Municipal ETF position peaked at $2.8M in Q1 2022.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.