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Avantax Planning Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

Avantax Planning 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
Q2 		$43M Sell
837,252
-5,655
-0.7% -$289K 1.07% 18
2026
Q1 		$42.7M Sell
842,907
-11,480
-1% -$590K 1.17% 16
2025
Q4 		$43.7M Sell
854,387
-45,562
-5% -$2.33M 1.22% 16
2025
Q3 		$45.6M Buy
899,949
+63,619
+8% +$3.18M 1.31% 16
2025
Q2 		$41.7M Buy
836,330
+197,138
+31% +$9.81M 1.32% 13
2025
Q1 		$32.2M Sell
639,192
-10,837
-2% -$553K 1.14% 14
2024
Q4 		$33.2M Sell
650,029
-72,172
-10% -$3.71M 1.2% 12
2024
Q3 		$37.5M Sell
722,201
-192,043
-21% -$9.92M 1.35% 11
2024
Q2 		$46.7M Sell
914,244
-47,384
-5% -$2.42M 1.5% 10
2024
Q1 		$49.4M Sell
961,628
-67,317
-7% -$3.46M 1.6% 9
2023
Q4 		$53.2M Buy
1,028,945
+121,339
+13% +$6.04M 2.03% 9
2023
Q3 		$44.4M Sell
907,606
-24,371
-3% -$1.22M 1.86% 8
2023
Q2 		$47.2M Sell
931,977
-25,116
-3% -$1.27M 1.88% 9
2023
Q1 		$48.8M Sell
957,093
-28,473
-3% -$1.45M 1.98% 10
2022
Q4 		$49.4M Buy
985,566
+510,856
+108% +$25.3M 1.96% 10
2022
Q3 		$23.1M Sell
474,710
-14,403
-3% -$732K 1.04% 18
2022
Q2 		$24.8M Sell
489,113
-344,776
-41% -$17.7M 1.06% 15
2022
Q1 		$44.2M Buy
833,889
+731,977
+718% +$40.3M 1.76% 10
2021
Q4 		$5.81M Buy
101,912
+63,263
+164% +$3.59M 0.24% 40
2021
Q3 		$2.19M Buy
38,649
+250
+0.7% +$14.4K 0.1% 81
2021
Q2 		$2.2M Sell
38,399
-202
-0.5% -$11.5K 0.1% 83
2021
Q1 		$2.18M Sell
38,601
-1,745
-4% -$99K 0.11% 78
2020
Q4 		$2.29M Sell
40,346
-21,540
-35% -$1.21M 0.12% 72
2020
Q3 		$3.44M Sell
61,886
-7,984
-11% -$445K 0.18% 47
2020
Q2 		$3.84M Buy
69,870
+65,226
+1,405% +$3.51M 0.22% 42
2020
Q1 		$251K Buy
+4,644
New +$258K 0.02% 226

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
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Avantax Planning Partners's FMB Position: Q2 2026 in Review

Avantax Planning Partners reduced its First Trust Managed Municipal ETF (FMB) stake by 0.67% in Q2 2026, selling an estimated $289K and leaving 837,252 shares worth $43M. The position accounts for 1.07% of the portfolio, ranked #18.

Avantax Planning Partners first reported a position in FMB in Q1 2020 and has held it in 26 quarters since. The position peaked at $53.2M in Q4 2023. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Avantax Planning Partners held 837,252 shares of First Trust Managed Municipal ETF worth $43M as of Q2 2026.
  • Avantax Planning Partners sold 5,655 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $289K.
  • First Trust Managed Municipal ETF made up 1.07% of Avantax Planning Partners's portfolio in Q2 2026, its #18 holding.
  • Avantax Planning Partners first reported a position in First Trust Managed Municipal ETF in Q1 2020 and has held it in 26 quarters since.
  • Avantax Planning Partners's First Trust Managed Municipal ETF position peaked at $53.2M in Q4 2023.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.