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

Auour 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	$343K	Sell	6,772 -485	-7%	-$24.9K	0.11%	71
2025 Q4	$371K	Buy	7,257 +1,005	+16%	+$51.4K	0.12%	64
2025 Q3	$317K	Buy	6,252 +880	+16%	+$44K	0.1%	61
2025 Q2	$268K	Sell	5,372 -610	-10%	-$30.3K	0.09%	63
2025 Q1	$298K	Sell	5,982 -1,913	-24%	-$97.6K	0.11%	61
2024 Q4	$403K	Buy	7,895 +1,762	+29%	+$90.6K	0.14%	61
2024 Q3	$314K	Sell	6,133 -1,058	-15%	-$54.6K	0.11%	66
2024 Q2	$367K	Buy	7,191 +256	+4%	+$13.1K	0.14%	60
2024 Q1	$356K	Sell	6,935 -60	-0.9%	-$3.09K	0.13%	62
2023 Q4	$358K	Sell	6,995 -1,796	-20%	-$89.3K	0.14%	59
2023 Q3	$430K	Buy	8,791 +1,842	+27%	+$92.5K	0.18%	55
2023 Q2	$352K	Buy	+6,949	New	+$352K	0.15%	58

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

Auour Investments's FMB Position: Q1 2026 in Review

Auour Investments reduced its First Trust Managed Municipal ETF (FMB) stake by 6.7% in Q1 2026, selling an estimated $24.9K and leaving 6,772 shares worth $343K. The position accounts for 0.11% of the portfolio, ranked #71.

Auour Investments first reported a position in FMB in Q2 2023 and has held it in 12 quarters since. The position peaked at $430K in Q3 2023. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

Auour Investments held 6,772 shares of First Trust Managed Municipal ETF worth $343K as of Q1 2026.
Auour Investments sold 485 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $24.9K.
First Trust Managed Municipal ETF made up 0.11% of Auour Investments's portfolio in Q1 2026, its #71 holding.
Auour Investments first reported a position in First Trust Managed Municipal ETF in Q2 2023 and has held it in 12 quarters since.
Auour Investments's First Trust Managed Municipal ETF position peaked at $430K in Q3 2023.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Auour Investments's 13F filing for Q1 2026, filed 20 Apr 2026.