Beacon Pointe Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Beacon Pointe Advisors’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	–	Sell	-5,433	Closed	-$278K	–	1860
2025 Q4	$278K	Sell	5,433 -340	-6%	-$17.4K	﹤0.01%	1299
2025 Q3	$293K	Sell	5,773 -375	-6%	-$18.7K	﹤0.01%	1192
2025 Q2	$306K	Buy	+6,148	New	+$306K	﹤0.01%	1042
2022 Q3	–	Sell	-5,908	Closed	-$299K	–	1024
2022 Q2	$299K	Sell	5,908 -4,165	-41%	-$213K	0.01%	825
2022 Q1	$534K	Buy	10,073 +5,920	+143%	+$326K	0.01%	793
2021 Q4	$237K	Buy	4,153 +20	+0.5%	+$1.14K	0.01%	821
2021 Q3	$235K	Buy	4,133 +19	+0.5%	+$1.09K	0.01%	796
2021 Q2	$236K	Buy	4,114 +21	+0.5%	+$1.2K	0.01%	739
2021 Q1	$231K	Buy	4,093 +21	+0.5%	+$1.19K	0.01%	456
2020 Q4	$231K	Buy	4,072 +23	+0.6%	+$1.29K	0.02%	433
2020 Q3	$225K	Buy	4,049 +22	+0.5%	+$1.23K	0.02%	351
2020 Q2	$222K	Buy	4,027 +23	+0.6%	+$1.24K	0.02%	353
2020 Q1	$216K	Buy	+4,004	New	+$223K	0.03%	273

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

Beacon Pointe Advisors's FMB Position: Q1 2026 in Review

Beacon Pointe Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q1 2026, closing a stake of 5,433 shares — an estimated $278K sold.

Beacon Pointe Advisors first reported a position in FMB in Q1 2020 and held it in 13 quarters. The position peaked at $534K in Q1 2022. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

Beacon Pointe Advisors reported no remaining First Trust Managed Municipal ETF position as of Q1 2026 after selling out during the quarter.
Beacon Pointe Advisors sold 5,433 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $278K.
Beacon Pointe Advisors first reported a position in First Trust Managed Municipal ETF in Q1 2020 and held it in 13 quarters.
Beacon Pointe Advisors's First Trust Managed Municipal ETF position peaked at $534K in Q1 2022.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.