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Ausdal Financial Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

Ausdal Financial Partners’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 		$1.55M Sell
30,667
-2,531
-8% -$130K 0.07% 278
2025
Q4 		$1.7M Buy
33,198
+105
+0.3% +$5.37K 0.08% 253
2025
Q3 		$1.68M Buy
33,093
+23,923
+261% +$1.2M 0.08% 250
2025
Q2 		$457K Sell
9,170
-2,594
-22% -$129K 0.03% 447
2025
Q1 		$593K Sell
11,764
-31,359
-73% -$1.6M 0.04% 355
2024
Q4 		$2.2M Buy
43,123
+184
+0.4% +$9.46K 0.19% 120
2024
Q3 		$2.23M Sell
42,939
-6,241
-13% -$322K 0.23% 99
2024
Q2 		$2.51M Sell
49,180
-4,591
-9% -$234K 0.27% 90
2024
Q1 		$2.76M Buy
53,771
+3,687
+7% +$190K 0.32% 79
2023
Q4 		$2.59M Sell
50,084
-2,459
-5% -$122K 0.32% 77
2023
Q3 		$2.57M Sell
52,543
-4,200
-7% -$211K 0.35% 71
2023
Q2 		$2.88M Sell
56,743
-606
-1% -$30.7K 0.39% 60
2023
Q1 		$2.92M Buy
57,349
+3,778
+7% +$192K 0.4% 55
2022
Q4 		$2.68M Buy
53,571
+35,344
+194% +$1.75M 0.39% 60
2022
Q3 		$888K Buy
18,227
+8,122
+80% +$413K 0.14% 172
2022
Q2 		$511K Sell
10,105
-29,868
-75% -$1.53M 0.08% 258
2022
Q1 		$2.12M Buy
39,973
+5,911
+17% +$325K 0.29% 93
2021
Q4 		$1.94M Sell
34,062
-6,112
-15% -$347K 0.26% 109
2021
Q3 		$2.28M Buy
40,174
+1,010
+3% +$58K 0.34% 86
2021
Q2 		$2.24M Buy
39,164
+5,801
+17% +$331K 0.34% 86
2021
Q1 		$1.88M Buy
33,363
+699
+2% +$39.6K 0.32% 90
2020
Q4 		$1.85M Buy
32,664
+23,543
+258% +$1.32M 0.36% 78
2020
Q3 		$507K Buy
+9,121
New +$509K 0.12% 182

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

Ausdal Financial Partners's FMB Position: Q1 2026 in Review

Ausdal Financial Partners reduced its First Trust Managed Municipal ETF (FMB) stake by 7.6% in Q1 2026, selling an estimated $130K and leaving 30,667 shares worth $1.55M. The position accounts for 0.07% of the portfolio, ranked #278.

Ausdal Financial Partners first reported a position in FMB in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.92M in Q1 2023. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Ausdal Financial Partners held 30,667 shares of First Trust Managed Municipal ETF worth $1.55M as of Q1 2026.
  • Ausdal Financial Partners sold 2,531 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $130K.
  • First Trust Managed Municipal ETF made up 0.07% of Ausdal Financial Partners's portfolio in Q1 2026, its #278 holding.
  • Ausdal Financial Partners first reported a position in First Trust Managed Municipal ETF in Q3 2020 and has held it in 23 quarters since.
  • Ausdal Financial Partners's First Trust Managed Municipal ETF position peaked at $2.92M in Q1 2023.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.