BEI
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Benjamin Edwards Inc’s First Trust Managed Municipal ETF FMB Stock Holding History

Benjamin Edwards Inc’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 		$1.33M Buy
25,907
+3,965
+18% +$203K 0.01% 707
2026
Q1 		$1.11M Sell
21,942
-270
-1% -$13.9K 0.01% 721
2025
Q4 		$1.14M Sell
22,212
-602
-3% -$30.8K 0.01% 662
2025
Q3 		$1.16M Buy
22,814
+2,735
+14% +$137K 0.01% 633
2025
Q2 		$1M Buy
20,079
+3,331
+20% +$166K 0.01% 628
2025
Q1 		$844K Sell
16,748
-8,700
-34% -$444K 0.01% 630
2024
Q4 		$1.3M Sell
25,448
-159
-0.6% -$8.18K 0.02% 537
2024
Q3 		$1.33M Buy
25,607
+20,442
+396% +$1.06M 0.02% 526
2024
Q2 		$264K Buy
5,165
+90
+2% +$4.59K 0.05% 312
2024
Q1 		$261K Buy
5,075
+247
+5% +$12.7K 0.05% 302
2023
Q4 		$249K Sell
4,828
-198
-4% -$9.85K 0.05% 282
2023
Q3 		$246K Buy
5,026
+56
+1% +$2.81K 0.06% 250
2023
Q2 		$252K Buy
4,970
+337
+7% +$17.1K 0.06% 246
2023
Q1 		$236K Buy
4,633
+11
+0.2% +$559 0.06% 248
2022
Q4 		$232K Buy
4,622
+177
+4% +$8.78K 0.06% 242
2022
Q3 		$217K Buy
4,445
+29
+0.7% +$1.47K 0.07% 243
2022
Q2 		$224K Sell
4,416
-293
-6% -$15K 0.07% 246
2022
Q1 		$250K Sell
4,709
-164
-3% -$9.03K 0.07% 250
2021
Q4 		$278K Buy
4,873
+274
+6% +$15.6K 0.09% 211
2021
Q3 		$261K Buy
4,599
+190
+4% +$10.9K 0.16% 159
2021
Q2 		$253K Buy
4,409
+352
+9% +$20.1K 0.17% 146
2021
Q1 		$229K Buy
4,057
+381
+10% +$21.6K 0.17% 142
2020
Q4 		$209K Buy
3,676
+404
+12% +$22.6K 0.16% 142
2020
Q3 		$182K Sell
3,272
-10
-0.3% -$558 0.15% 132
2020
Q2 		$181K Buy
3,282
+9
+0.3% +$485 0.15% 127
2020
Q1 		$177K Buy
3,273
+1,939
+145% +$108K 0.18% 122
2019
Q4 		$74K Buy
1,334
+25
+2% +$1.39K 0.15% 109
2019
Q3 		$73K Buy
1,309
+6
+0.5% +$333 0.16% 112
2019
Q2 		$71K Buy
+1,303
New +$70.7K 0.17% 110

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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

Benjamin Edwards Inc's FMB Position: Q2 2026 in Review

Benjamin Edwards Inc increased its First Trust Managed Municipal ETF (FMB) stake by 18% in Q2 2026, buying an estimated $203K and bringing the position to 25,907 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #707.

Benjamin Edwards Inc first reported a position in FMB in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.33M in Q3 2024. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Benjamin Edwards Inc held 25,907 shares of First Trust Managed Municipal ETF worth $1.33M as of Q2 2026.
  • Benjamin Edwards Inc bought 3,965 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $203K.
  • First Trust Managed Municipal ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #707 holding.
  • Benjamin Edwards Inc first reported a position in First Trust Managed Municipal ETF in Q2 2019 and has held it in 29 quarters since.
  • Benjamin Edwards Inc's First Trust Managed Municipal ETF position peaked at $1.33M in Q3 2024.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.