AC
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Avestar Capital’s First Trust Managed Municipal ETF FMB Stock Holding History

Avestar Capital’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 		$658K Buy
12,996
+8,147
+168% +$419K 0.04% 295
2025
Q4 		$248K Buy
+4,849
New +$248K 0.02% 439
2024
Q1 		– Sell
-24,870
Closed -$1.28M – 474
2023
Q4 		$1.28M Buy
24,870
+3,738
+18% +$186K 0.15% 94
2023
Q3 		$1.03M Buy
21,132
+3,389
+19% +$170K 0.15% 93
2023
Q2 		$899K Sell
17,743
-929
-5% -$47.1K 0.14% 90
2023
Q1 		$951K Buy
18,672
+873
+5% +$44.4K 0.17% 76
2022
Q4 		$892K Sell
17,799
-4,307
-19% -$214K 0.16% 87
2022
Q3 		$1.08M Sell
22,106
-3,977
-15% -$202K 0.27% 60
2022
Q2 		$1.32M Sell
26,083
-33,464
-56% -$1.71M 0.33% 54
2022
Q1 		$3.16M Sell
59,547
-15,327
-20% -$844K 0.5% 41
2021
Q4 		$4.27M Buy
74,874
+162
+0.2% +$9.2K 0.52% 45
2021
Q3 		$4.24M Buy
74,712
+4,423
+6% +$254K 0.54% 45
2021
Q2 		$4.03M Buy
70,289
+16,097
+30% +$919K 0.54% 51
2021
Q1 		$3.09M Buy
54,192
+18,985
+54% +$1.08M 0.69% 28
2020
Q4 		$2M Sell
35,207
-4,227
-11% -$237K 0.55% 33
2020
Q3 		$2.18M Sell
39,434
-9,519
-19% -$531K 0.72% 23
2020
Q2 		$2.69M Buy
48,953
+1,764
+4% +$95K 1.19% 15
2020
Q1 		$2.55M Buy
47,189
+11,048
+31% +$614K 1.39% 16
2019
Q4 		$2.01M Sell
36,141
-2,251
-6% -$125K 1.13% 17
2019
Q3 		$2.13M Sell
38,392
-1,556
-4% -$86.3K 1.33% 17
2019
Q2 		$2.17M Buy
39,948
+4,825
+14% +$262K 1.38% 16
2019
Q1 		$1.88M Buy
35,123
+2,281
+7% +$121K 1.23% 17
2018
Q4 		$1.71M Sell
32,842
-9,732
-23% -$507K 1.17% 19
2018
Q3 		$2.2M Buy
42,574
+4,596
+12% +$242K 1.27% 16
2018
Q2 		$1.98M Sell
37,978
-3,662
-9% -$193K 1.25% 16
2018
Q1 		$2.17M Buy
41,640
+10,371
+33% +$547K 1.41% 15
2017
Q4 		$1.67M Buy
+31,269
New +$1.67M 1.25% 13

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

Avestar Capital's FMB Position: Q1 2026 in Review

Avestar Capital increased its First Trust Managed Municipal ETF (FMB) stake by 168% in Q1 2026, buying an estimated $419K and bringing the position to 12,996 shares worth $658K. The position accounts for 0.04% of the portfolio, ranked #295.

Avestar Capital first reported a position in FMB in Q4 2017 and has held it in 27 quarters since. The position peaked at $4.27M in Q4 2021. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Avestar Capital held 12,996 shares of First Trust Managed Municipal ETF worth $658K as of Q1 2026.
  • Avestar Capital bought 8,147 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $419K.
  • First Trust Managed Municipal ETF made up 0.04% of Avestar Capital's portfolio in Q1 2026, its #295 holding.
  • Avestar Capital first reported a position in First Trust Managed Municipal ETF in Q4 2017 and has held it in 27 quarters since.
  • Avestar Capital's First Trust Managed Municipal ETF position peaked at $4.27M in Q4 2021.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.