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Atria Investments’s First Trust Managed Municipal ETF FMB Stock Holding History

Atria Investments’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 		$1.11M Sell
21,869
-4,062
-16% -$209K 0.01% 1002
2025
Q4 		$1.33M Sell
25,931
-3,470
-12% -$177K 0.02% 919
2025
Q3 		$1.49M Sell
29,401
-25,631
-47% -$1.28M 0.02% 852
2025
Q2 		$2.74M Sell
55,032
-60,404
-52% -$3M 0.03% 596
2025
Q1 		$5.82M Buy
115,436
+11,730
+11% +$598K 0.07% 325
2024
Q4 		$5.29M Buy
103,706
+4,700
+5% +$242K 0.07% 329
2024
Q3 		$5.14M Buy
99,006
+3,329
+3% +$172K 0.06% 344
2024
Q2 		$4.89M Sell
95,677
-4,831
-5% -$246K 0.06% 338
2024
Q1 		$5.16M Buy
100,508
+5,418
+6% +$279K 0.07% 332
2023
Q4 		$4.91M Buy
95,090
+25,945
+38% +$1.29M 0.08% 302
2023
Q3 		$3.38M Buy
69,145
+1,682
+2% +$84.5K 0.06% 389
2023
Q2 		$3.42M Buy
67,463
+11,890
+21% +$603K 0.06% 374
2023
Q1 		$2.83M Buy
55,573
+14,848
+36% +$755K 0.05% 422
2022
Q4 		$2.04M Sell
40,725
-2,319
-5% -$115K 0.04% 500
2022
Q3 		$2.1M Buy
43,044
+2,062
+5% +$105K 0.05% 465
2022
Q2 		$2.07M Buy
40,982
+1,502
+4% +$77K 0.04% 497
2022
Q1 		$2.1M Buy
39,480
+1,418
+4% +$78K 0.04% 557
2021
Q4 		$2.17M Buy
38,062
+3,390
+10% +$193K 0.04% 534
2021
Q3 		$1.97M Buy
34,672
+276
+0.8% +$15.8K 0.04% 534
2021
Q2 		$1.97M Sell
34,396
-1,058
-3% -$60.4K 0.04% 508
2021
Q1 		$2M Sell
35,454
-2,080
-6% -$118K 0.04% 453
2020
Q4 		$2.13M Buy
37,534
+1,044
+3% +$58.5K 0.05% 402
2020
Q3 		$2.03M Buy
36,490
+3,485
+11% +$194K 0.06% 338
2020
Q2 		$1.82M Buy
33,005
+620
+2% +$33.4K 0.06% 333
2020
Q1 		$1.75M Buy
32,385
+607
+2% +$33.7K 0.13% 152
2019
Q4 		$1.76M Buy
+31,778
New +$1.76M 0.05% 349

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

Atria Investments's FMB Position: Q1 2026 in Review

Atria Investments reduced its First Trust Managed Municipal ETF (FMB) stake by 16% in Q1 2026, selling an estimated $209K and leaving 21,869 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1002.

Atria Investments first reported a position in FMB in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.82M in Q1 2025. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Atria Investments held 21,869 shares of First Trust Managed Municipal ETF worth $1.11M as of Q1 2026.
  • Atria Investments sold 4,062 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $209K.
  • First Trust Managed Municipal ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1002 holding.
  • Atria Investments first reported a position in First Trust Managed Municipal ETF in Q4 2019 and has held it in 26 quarters since.
  • Atria Investments's First Trust Managed Municipal ETF position peaked at $5.82M in Q1 2025.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.