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Boyd Watterson Asset Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Boyd Watterson Asset Management’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
-474
Closed -$24.2K – 400
2025
Q4 		$24.2K Buy
+474
New +$24.2K 0.01% 239
2024
Q1 		– Sell
-272
Closed -$14.1K – 443
2023
Q4 		$14.1K Buy
+272
New +$13.5K 0.01% 285

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

Boyd Watterson Asset Management's FMB Position: Q1 2026 in Review

Boyd Watterson Asset Management sold out of First Trust Managed Municipal ETF (FMB) in Q1 2026, closing a stake of 474 shares — an estimated $24.2K sold.

Boyd Watterson Asset Management first reported a position in FMB in Q4 2023 and held it in 2 quarters. The position peaked at $24.2K in Q4 2025. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Boyd Watterson Asset Management reported no remaining First Trust Managed Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • Boyd Watterson Asset Management sold 474 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $24.2K.
  • Boyd Watterson Asset Management first reported a position in First Trust Managed Municipal ETF in Q4 2023 and held it in 2 quarters.
  • Boyd Watterson Asset Management's First Trust Managed Municipal ETF position peaked at $24.2K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.