Cerity Partners
FMB icon

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

Cerity 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 		$470K Sell
9,143
-351
-4% -$18K ﹤0.01% 2471
2026
Q1 		$481K Buy
+9,494
New +$488K ﹤0.01% 2314

Other funds holding FMB

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LPL Financial
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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

Cerity Partners's FMB Position: Q2 2026 in Review

Cerity Partners reduced its First Trust Managed Municipal ETF (FMB) stake by 3.7% in Q2 2026, selling an estimated $18K and leaving 9,143 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #2471.

Cerity Partners first reported a position in FMB in Q1 2026 and has held it in 2 quarters since. The position peaked at $481K in Q1 2026. 307 funds tracked by Wall St. Rank hold FMB as of Q2 2026.

  • Cerity Partners held 9,143 shares of First Trust Managed Municipal ETF worth $470K as of Q2 2026.
  • Cerity Partners sold 351 First Trust Managed Municipal ETF shares in Q2 2026, an estimated $18K.
  • First Trust Managed Municipal ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2471 holding.
  • Cerity Partners first reported a position in First Trust Managed Municipal ETF in Q1 2026 and has held it in 2 quarters since.
  • Cerity Partners's First Trust Managed Municipal ETF position peaked at $481K in Q1 2026.
  • 307 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.